Migration Manager User ManualAdmin, FAQ and SupportFAQ F&QMM Pre-recorded Question and Answer (Q & A) Session – Setting up your Accounts in MM for 1 July

MM Pre-recorded Question and Answer (Q & A) Session – Setting up your Accounts in MM for 1 July

Please find below our MM Pre-recorded Question & Answer Session with our MM Account Trainer, Kerry Brammer, regarding how to set up your Accounts in MM for the 1st of July. This session runs for around 8 minutes and covers a 3 step process to set up the Accounts feature in MM and valuable tips and tricks for users.

Please find the time marks below for particular topics discussed in the Q&A.

Timestamps 

0.28       Introduction

1.07       Outline of the MM Accounts Set up process 

1.24       Identifying your conversion date 

2.22       Step 1: Setting up your Accounts in MM 

2.58       Step 2: Obtaining the closing balances from your previous system 

4.03       Reviewing, updating, and/or cleaning up old accounts 

6.00       Step 3: Entering Opening balances into MM 

6.57       Where to find guidance on using Accounts in MM in your daily practice 

 

Accounts Setup Video 

Accounts Setup and Basics - Videos & Process Flows | Accounts Setup & Settings | Migration Manager User Manual (mmcpd.com) 

 

Accounts Setup Tool 

How to use the Accounts Setup Guide | Accounts Setup & Settings | Migration Manager User Manual (mmcpd.com)

 

Entering WIP - Recording Fees, Disbursements & Costs 

Fees & Disbursements | Using Accounts | Migration Manager User Manual (mmcpd.com) 

 

Accounts Basics Video 

Accounts Setup and Basics - Videos & Process Flows | Accounts Setup & Settings | Migration Manager User Manual (mmcpd.com)

 

For Accountants/Bookkeepers 

Operating Account - Export to Xero | Using Accounts | Migration Manager User Manual (mmcpd.com) 

Export to Xero - Overview | Using Accounts | Migration Manager User Manual (mmcpd.com) 

Export to Xero - Where does the data go in Xero | Using Accounts | Migration Manager User Manual (mmcpd.com)

 

How to Log a Support Call with Migration Manager 

Log a Support Call Online - How to get Support | File & Help | Migration Manager User Manual (mmcpd.com)