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How the AccountingSuite™ Customization Process Works

Back to Customizations Page

Pre-Customization Agreement Form & Initial Pre-discovery Call

Kindly complete the pre-customization form (it should take just 1 minute) so we can conduct a pre-discovery call, gain an understanding of your business requirements with the project manager, and send the customization agreement to you.


Customization Agreement

Prior to our Discovery Call, we require you to sign our customization agreement. This agreement doesn't commit you to working with us, but it grants both parties the liberty and security to exchange information. The agreement will be sent to you via email and requires an electronic signature.


Discovery Call

The discovery call with the customization project manager will determine the extent and magnitude of the project. The call may involve developers from our team and may necessitate screen sharing and document sharing.


Business Requirments

After the discovery call, our team will assess and forward the business requirements for mapping out the entire customization build. Upon receiving this, you will have the option to make changes or give your approval.


Statement of Work & Quote

We will send you a statement of work and quote via email. This document will serve as a contract and will require an electronic signature for validation. This statement of work and quote will detail the scope of the project, the timeline for completion, and the estimated cost for the services we will provide.


Bill for 50% of Customization

We will issue an invoice for 50% of the customization build cost, which must be paid in advance before we commence the development process. The invoice will be sent to you via email and will indicate the amount due, as well as the payment method. Once the invoice is paid, we will begin work on the customization build as outlined in the statement of work and quote. This upfront payment is a standard industry practice and serves as a show of commitment from both parties to ensure the success of the project.


Development & UAT

We will inform you once the development of the customization build is finished. At that point, we will provide you with instructions for conducting User Acceptance Testing (UAT). UAT is an important step in the development process as it allows you to thoroughly test the customized solution and ensure it meets your business requirements. During UAT, you will have the opportunity to identify any issues or make any final changes before the project is considered complete. Our team will be available to assist you with any questions or concerns during the UAT process.


Bill for Remaining 50%

Once the User Acceptance Testing (UAT) is successfully completed, we will issue an invoice for the remaining 50% of the customization build cost. Upon receipt of payment, we will move the customization into live production. This means that the customization will be fully integrated into your business operations and will be accessible to your users. We will ensure a smooth transition and provide ongoing support to ensure the success of your customization.


User Acceptance Agreement

After the customization has been moved to live production, we will send you a user acceptance agreement for signature. By signing this agreement, you are confirming that the customization is functioning as expected and that the project is considered complete. The user acceptance agreement serves as a formal recognition of the successful completion of the customization project and the satisfaction of your business requirements. This agreement also serves as a final step in the project and allows both parties to move forward with confidence in the new customization.