Who this checklist is for
Use this guide if your leadership reports are rebuilt manually, departments disagree on numbers, or finance spends too much time explaining report differences.
It is especially useful for teams improving month-end close, budget review, receivable visibility, branch reporting, or management packs.
Before implementation
- List the reports leadership uses every month.
- Define report owners and review frequency.
- Confirm account, branch, department, project, and cost-center dimensions.
- Identify which operational workflows affect financial numbers.
- Decide which reports must be live in phase one.
Phase-one checklist
- Standard report list is approved.
- Chart of accounts and reporting dimensions are reviewed.
- Receivable, payable, revenue, expense, and cash reports are validated.
- Report definitions are documented.
- Close timing and report publication rules are agreed.
- Export or audit needs are documented.
- Management review cadence is scheduled.
Recommended modules
- Accounting for finance records and reporting.
- Core Accounting for close and ledger readiness.
- Exports for controlled management packs.
- Inventory & Warehouse when stock affects financial reporting.
Common mistakes
- Building dashboards before report definitions are stable.
- Mixing operating metrics with financial metrics without ownership.
- Not documenting formulas and filters.
- Letting departments use different definitions.
- Reviewing reports only after month-end problems appear.
Next step
Bring one current management pack to a guided demo and compare how the same numbers can be produced from the system.
FAQ
Next steps
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