NetClose - Go-Live Call Overview

Overview

This article gives an overview of what needs to be done in preparation for the go-live call and what will need to be done after go-live. 

Client Preparation

Prior to the call, you will want to review all records and setup in production to ensure none of the data changed during the transition over to production. 

Go-Live Call

On this call, you will run the go-live entries that will reinstate the applicable balances onto your balance sheet via NetClose. Depending on the number of records these entries can take 5-20 minutes to process. This will be your final call to ask implementation-related questions and tie up loose ends.

Next Steps

Once all entries have successfully processed you will want to make sure that there are no prior to NetClose balances remaining on your balance sheet that are not connected to a record in NetClose. Additionally, the go-live clearing account should now be fully cleared out and not show a balance.

You will have the following month to reach out to your implementation team with any NetClose related questions before transitioning over to our dedicated support channel.