Keep a backup
Copy the old application data, settings and templates before starting. Keep the original files untouched.
Prepare an empty company
Use the Windows Print Helper’s Import from the desktop app option. Select the source data folder and the empty destination company. Map desktop users to the intended email addresses.
Verify the imported records
Compare company and bank account names, payees, cheque books, used leaves, cheque amounts, dates, status history and voucher numbers. Review each user’s company access and permissions.
Test before switching
Check specimen PDFs and test alignment on plain paper. Keep the desktop backup available until your team has verified the imported data.