To ensure GST and Jobs convert over you must install Aurora 16a or 16b. Earlier versions of Aurora are not support for conversion to Infusion.
Entering Open Stock Value in the G L for the Current Year:
From the admin menu select Admin / Other / Enter Opening Balances. At the top will be an account called Less Closing Stock. In here you must enter the opening stock for this year as a negative value.
Entering Open Stock Value in the Budgets for the Current Year:
Create a budget for the previous year and load the required opening stock for the current budget into the March period – using the less closing stock code. This will then roll into the next year’s budget
Financial Chart Setup:
Once you have imported your data, you will need to enter into the Financials module, select the first GL ID and Modify and then save.
This process allows for the reformatting of the GL Chart and is required as a one off at set up. If this is not done the system will not correctly pick up on total, and formatted accounts.
Changing Invoice, Statement or Account Forms:
To change or modify an existing layout or report file you must copy the required files into the custom folder, if you do not have a custom folder then create one directly under the main Infusion Folder.
Once the files are in the custom folder they will become available to use from the report Writer.
Please do not use the Modi Repo command to amend the layouts as this may cause you to lose the report coding- this is a known conflict between FoxPro 8 and 9.
The report writer may be downloaded and installed from our website.
Images from Aurora One:
Infusion does not import the current GST from Aurora one or NZAGold, you will need to complete the first return by adding the two reports together from Aurora and Infusion
Balancing the Debtor and Creditor reports from Aurora One with Infusion:
If the control report in Aurora or NZAGold does not equal the control report in Infusion this may be because transactions entered into Aurora were post dated ahead of the current date.
To check this re run the control report in Infusion for the end of the current month.
Run a transactions by type report from today until 31/12/2999. This will pick up any transactions with forward dates
Check Job Status flag in Jobs imported from Aurora One:
The following items are not imported from Aurora One or NZAGold:
Saved Cashbook Transactions
Serial Number Tracked Items
Custom Layouts – These need to be recreated if required
Job costing (From NZAGold) – Suggest convert data from NZAGold to Aurora One first
Fixed Assets from Aurora One.
Custom Forms will need to be recreated.
Customised HTML Layouts are no longer used.
Product Group Markups:
Product Group mark ups will need to be re entered as these are now stored against the Product group rather than Price levels.
By Default all Products are set to Manual prices. If product mark up groups are to be used then you should use command mode to change all products to Product mark up tables.
In Command mode type:
Replace all ??? with ????
Anti Virus Software:
Some Anti Virus programs will slow down infusion and cause intermittent file access errors - to prevent this you should set up the data path to Infusion and all its files as an exclusion for the Anti virus software.
Dot matrix printers are not supported by Infusion software. Users must install a laser or ink jet printer.
POS Defaults Setup:
You must set up the location under the POS Defaults even if you only operate one location you must select Central together with a default unders and overs and a Undeposited Bankings GL ID.
Contract Rates for Customers:
Contract Rates for Customers will not work in Infusion if there is a start date and no finish date. To correct this either remove all Start dates or add a Finish date. This can be completed by the Partner in Command Mode.
In Command Mode type.
Brow for empty(Finish).
Add in Finish Dates for items without any.
You must set up the location under the POS Defaults even if you only operate one location you must select Central together with a default unders and overs and a Undeposited Bankings GL ID
If a conversion is run in the middle of a GST Period then reports need to be printed from Aurora for figures relating to prior to the conversion and from Infusion for after. Adding these two sets of figures will give the GST amount payable for the period.