GOING LIVE- Accounts Settings & Opening Balances Checklist

Alto Accounts GO LIVE - Initial Settings IMPORTANT 

Getting it right before you start!

It is Important that your records are set up correctly before entering any Opening Balances or Accounts transactions on the system. 

We have provided you with a checklist below to work through a series of Knowledge Articles to guide you through the Initial Settings and to ensure you have set up each record in Alto correctly.   

You can download and print a copy of the Initial Settings & Opening Checklist here.

Work through the Articles in the Knowledge Centre in line with this check list to ensure the settings are completely correct.  Go to Accounts>GO LIVE with Alto Accounts>Accounts Initial Settings.





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