How do I know my migration date?
Your migration date is the day that has been agreed for us to start moving the data from your current Finance System to your new Arbor Finance - this date will have been at the point of sale. The date will be in your “Welcome to your Arbor Onboarding Journey” email, which you will receive in week 1 of your onboarding journey. Click here to read more about your onboarding journey. If you’re not sure what your migration date is, just get in touch with the team - click Contact Us in the top right of the Help Centre and select Onboarding, migration and moving to Arbor.
What should I do before migration?
To prepare for your move to Arbor, take a look at our Weeks 1 - 5 Onboarding guide which gives a detailed breakdown of the actions you’ll need to undertake before migration day.
What data is migrated?
Nett balances, balance by budget or analysis code, your budget. See our checklist but please note, only balances are migrated. Detailed transaction data is NOT migrated and should be reported out of your incumbent system for archival purposes.
Will I see historic data?
No, beyond the balances of the closing month that you have chosen to migrate, detailed historic data is not available to you via Arbor Finance. As above, you should be reported out of your incumbent system for archival purposes.
Can I search for transactional details that I created in my old system, pre-Arbor Finance migration?
No, beyond the balances of the closing month that you have chosen to migrate, detailed historic data is not available to you via Arbor Finance. As above, you should be reported out of your incumbent system for archival purposes.
If I have a series of accruals, how do I reflect this in Arbor Finance post migration?
Accruals can be entered into Arbor Finance post migration. Accruals will be reversed out when rolling into the next period. If you do not want the accruals to reverse in the new period they should be batched. You will then be able to release the accrual when you choose.
I cancelled out unpresented cheques pre migration, how do I reinstate these items?
These would need to be re-posted to Arbor Finance after migration is complete.
I have some items that were not reconciled before migration, how do I reflect these transactions post migration?
Should any unreconciled transactions be reversed before migration and then reposted to Arbor Finance in order to make the bank rec correct?
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