01
Install
Install software on workstations and server
Software Implementation & Training
Get up and running smoothly with InterAcct. Our structured, hands-on implementation process ensures your team masters the system from day one, minimizing downtime and maximizing long-term efficiency.
Training Options
- ✓ On-Site Training (We come to you)
- ✓ One-on-One Online (Teams, Zoom etc)
- ✓ Software Videos and Demos
- ✓ InterAcct Documentation
- ✓ In Software Helptext
Do we need Training?
Why Implementation is Essential for Success?
A common question we hear is: "If InterAcct is easy to use, why is there an implementation and training cost included?" Software setup involves more than just installing files—it’s about tailoring workflows, setting security permissions, and ensuring your team builds confidence through hands-on practice. You are always in control of the pace, learning by doing with your own live data and real-world scenarios.
Why One-on-One Training is Best?
- ✓ Get more out of the Software
- ✓ Personalised for you
- ✓ Runs at the speed you want.
- ✓ Can offer solutions to questions on the spot.
- ✓ May pickup needs for Development.
Let's look at a Typical Example
Example Implementation Plan
Let's look at an implementation plan for a small construction company with 5-10 users.
Day 1
Install, Setup and Overview
This is what a typical first day of an installation might look like, but each installation can be different, for example, we might have the software setup and installed on the cloud before the first day. Importing of Data can be done at this time if straight forward and doesn't need any tidying up, but generally this is not done on site.
02
Users
Setup User codes and security for software
03
Overview
We cover an overview of the whole system to let people know what the software has in it.
04
Navigation
Basics of navigation (add, change, search and delete)
05
Client Tables
Setup tables for clients (customer types, and categories etc.)
06
Employees
Setup (or import) employees for job costing
07
Import Clients
Add manually or import clients (depending on source data matching InterAcct structure)
08
Suppliers Tables
Setup tables for Suppliers
09
Import Suppliers
Add manually or import suppliers. (depending on source data matching InterAcct structure)
10
Product/Materials Tables
Setup Tables for the structure of Product and Materials. Adding or importing product master files. (Normally left to do as homework)
11
Cost Groups & Items
Setup Cost Items for Machines, Subbies, Sundry, Labour and Hire Items.
12
Set Homework
At the end of Day 1, we set the homework needed before the next visit, typically this is improving the source data of master files, and navigating the system.
Day 2
Customer & Job Training
On the second day once the master files have been imported, added or at least we have enough for some training. We copy the Live data to Training and begin some training in the Training version of the system. This is a good chance to test the structure/tables we have setup in Live, and we can return to Live and correct if we see it is needed.
01
Training System
Login to the Training System, never "test" in the Live System.
02
Client
Create a Client
03
Job
Create a new Job
04
Estimate
Create a Job Estimate from the Cost Groups and Items and Products we setup.
05
Quotation
Create a Quotation, check the various formats.
06
Convert to Budget
Once approved, now let's convert the Estimate to Budget and create a Contract.
07
Variation
Create a variation to contract, get it approved.
08
Actual Costs
Timesheets, Works Orders, Purchase Orders, Creditor's Invoices, Machine Usage Timesheets, Sundry Expense Recovery, Stock Issues.
09
Subbies Payments
Payments to suppliers including retention
10
Progress Claims
Progress claims and invoices including retention
11
Receipt Banking
Receiving money in the Bank Account.
12
Homework
Leave a list of homework, mainly fixing any issues with the setup tables, and testing entering different test jobs.
Day 3
Accounting & Other Training
On the 3rd Day, we would normally cover the Accounting and Payroll side of the software, and visit other areas which the customer is interested. Normally by this stage the clients are more familiar with how the system works and have worked out a lot of the functions themselves.
01
Copy Live to Training
First step is normally to copy Live to Training so we have a fresh Training System with the new changes from Live, and clear the test data in Training.
02
Login to Training
Log in to the Training System
03
Accounting
Banking, General Ledger and Financial Reports
04
Job Reports
Job reports and tracking
05
Scheduling
Scheduling and appointments
06
Opening Balances
Debtors, Creditors, WIP Balances, General Ledger, Banking
07
Revision
Discuss and Outline further training needed.
08
Development
Discuss any development which might be needed to get an estimate for this work.
09
Homework
Create a to-do list of what is needed to get the system Live.
Best Practices & Keeping on Schedule
Keeping Your Implementation on Track
With an active user at the keyboard learning new workflows, keeping a brisk pace ensures the core setup stays within a tight 3 to 4-day window.
Key Advisory Points
- ✓ Homework & Practice: Budget time between sessions to practice processes and reinforce learning.
- ✓ Refresher Reviews: If delays occur or specific complex modules (like payroll or inventory control) require deeper dives, follow-up sessions can be tailored.
How to Reduce Implementation Costs
Flexible Options to Suit Your Budget
We offer a ton of videos and documents which should help you navigate all the features in the system, and we do recommend you do on-line training to reduce your costs too and break up your training into smaller blocks of time.
- ✓ Utilize On-Screen Help & Videos: Leverage our extensive library of built-in help text, training manuals, and video tutorials before and during sessions.
- ✓ Online Training: Training online versus coming on site can also reduce the costs, and break up the training hours too.
We can help
Let's discuss an InterAcct Implementation
This video covers what we have discussed above with a typical Implementation
