Pre-Live Checklist

We are now very close to the Go-Live date. Please login to your sandbox and check the following items as it needs to be:

Xero Users:

• Debtors Information
  - Please ensure that the email address/mobile number has the correct format, and no additional characters or name/s in front otherwise the system will reject it.
•  Logos on dashboard/s and emails
  - Please see if the logos on your dashboard and emails to the clients are correct.
• Information on Email communications
  - Please see if the details on email communications such as your business name, ABN,
  phone number and email address for billing inquiries etc. are correct.
  - You can also see the sample emails on the debtor’s notifications page.
•  Payment Gateway link
  - Click View/Pay My Bill on email notifications and it should direct you to a client
  dashboard.
• Debtors without email addresses
  - See Filter Menu in the Apxium dashboard and sort debtors without an email address. You might need to update those on your accounting package.
• Invoice Payment Terms
  - The trading terms that Apxium uses are taken from your Xero instance. If there’s a need
  to change the trading terms, it needs to be done in Xero.
• Payments received prior to the Go Live date.
  - Please apply payments received prior to the Go live date to avoid clients receiving reminders for invoices that they have already paid.

Note: All payments, notes, instalment plans etc. made in the sandbox server will be wiped out.
Only the suspended communications will flow through to your live dashboard.

MYOB Users:

•   Debtors Information
  - Please ensure that the email address/mobile number has the correct format, no additional
  characters or name in front otherwise the system will reject it.
• Logos on dashboard/s and emails
  - Please see if the logos on your dashboard and emails to the clients are correct.
• Information on Email communications
  - Please see if the details on email communications such as your business name, ABN,
  phone number and email address for billing inquiries etc. are correct.
  - You can also see the sample emails on the debtor’s notifications page.
  
  
• Payment Gateway link
  - Click View/Pay My Bill on email notifications and it should direct you to a client
  dashboard.
• Debtors without email addresses
  - See Filter Menu in the Apxium dashboard and sort debtors without an email address. You might need to update those on your accounting package.
• Invoice Payment Terms
  - The trading terms that Apxium uses are taken from your MYOB instance. If there’s a need
  to change the trading terms, it needs to be done via a macro in MYOB. You may also
  contact MYOB for instructions on how to do this.
• Payments received prior to the Go Live date.
  - Please apply payments received prior to the Go live date to avoid clients receiving reminders
  for invoices that they already paid.

Note: All payments, notes, instalment plans etc. made in the sandbox server will be wiped out. Only the suspended communications will flow through to your live dashboard.

APS users

Please login and check the following as it needs to be:

• Debtors Information
  - Please ensure that email address/mobile number has correct format, no additional
  characters or name in front otherwise the system will reject it.
• Logos on dashboard/s and emails
  - Please see if the logos on your dashboard and emails to the clients are correct.
• Information on Email communications
  - Please see if the details on email communications such as your business name, ABN,
  phone number and email address for billing inquiries etc. are correct.
  - You can also see the sample emails on debtor’s notifications page.
• Payment Gateway link
  - Click View/Pay My Bill on email notifications and it should direct you to a client dashboard.
• Debtors without email address
  - See Filter Menu in Apxium dashboard and sort debtors without email address. You might need to update those on your accounting package.
• Payments received prior the Go Live date.
  - Please apply payments received prior the Go live date to avoid clients receiving reminders for invoices that they already paid.

Note: All payments, notes, instalment plans etc. made in sandbox server will be wiped out. Only
the suspended communications will flow through to your live dashboard.