The decision to move from SoEasy to another product is sometimes the right move.

All products provide a level of functionality and if you need something that we don't provide, then the best process is to find a product that works for you.

STEP 1: WORKOUT WHAT YOU NEED

Copy the following headings to a document and work out the details of your requirements:

WEB OR LOCALY INSTALLED SOFTWARE

Requirements

USE ON PC, LAPTOP, TABLE, PHONE

Requirements

SECURITY REQUIREMENTS

Requirements

CASH BOOK

Requirements

ACCRUAL

Requirements

PRODUCT REGISTER

Requirements

DATABASE OF CONTACTS, SUPPLIERS, PROSPECTS

Requirements

JOB MANAGEMENT

Requirements

QUOTATIONS

Requirements

INVOICES

Requirements

STATEMENTS

Requirements

CREDITORS

Requirements

ORDERING SYSTEM

Requirements

STOCK MANAGEMENT

Requirements

POINT OF SALE

Requirements

CURRENCY MANAGEMENT

Requirements

CALL CENTRE

Requirements

STEP 2: FIND A CONSULTANT

An option is to contact your accountant and discuss your requirements with them

There are specialist software advisory organisations that can review your needs (Google 'Software Consultants').

STEP 3: FIND A PRODUCT

It may be an easy task to find a suitable product. With your detailed list a consultant should be able to easily match your requirements with an available product.

STEP 4: CONVERT

We can assist in exporting the SoEasy data is most importable formats. Find out from your consultant what they require and let us know. We can produce an export function for any particular file inside SoEasy.

For any further questions, please contact support@soeasy.co.nz