Go to Reports > Billing Reports > Monthly Draft (Pending)
During migration, you might discover old accounts left in your previous software that still appear to be active EFTs. This is a good time to find them by running this report with a very wide date range (1/1/1950 to 1/1/2050).
Scroll through this list and review a few things. At this time, do not make any corrections or edits to the customer's account.
1. Draft Dates: The last column is the draft date. Scroll through and make sure they look correct. If you find accounts with old dates, you may need to check your current software on why the customer's draft date is in the past.
2. Draft Amounts and Taxes: The number shown to the right is the total amount that the customer will be charged including all taxes on their draft date. Also verify that taxes shown are correct, and those are part of the total amount.
3. Verify freezes: Freezes in Tan-Link start 1 day before draft date and a freeze ends 1 day before draft date as well, NEVER on the actual draft date. A freeze should not start or end on the day of draft, nor end on the day of draft. If that's the case, it will need to be corrected (dates adjusted for the freeze).
The above is important to know so that a draft is not missed or an extra draft doesn't happen.
Verify Customer Information
From the main page, click on your location to see that day's activity or previous activity for the data that was migrated.
Click on client names and verify that everything looks correct, you should see see tanning history on the right side and you should see sales and other notes depending on which software your data was migrated from.
STEPS TO COMPLETE BEFORE LIVE
Setup Equipment: Go to Management > Equipment > Update Beds/Rooms
Setup Packages: Go to Management > Packages > Update Packages. Here you will review all the imported packages, pricing, description, taxes, commissions and mapping of packages to the beds at each location.
Setup Agreements: Go to Management > Packages > Update Agreements