PREPARING TO UPGRADE
TO NEXTGEN FINANCIAL
MANAGEMENT
What To Expect New Software SQL Server/Express Installed Freeline University Conversion Scheduled Data Converted Start Training Upgrades
Timing Make sure that you have all work completed ie: manual
transactions, invoices paid, payroll process Purge Reconciled/Voided Checks – Will be done prior to
conversion and rep can assist Work with the installation/training rep to determine the best
time/date for the install Complete the online training – Must be done before
installation can begin – The sooner training is completed the sooner installation can happen.
Work with installation/training rep to ensure everything is on schedule for the date that has been decided.
Make sure you have made backups – We will make ours but have yours too
Before day of conversion have all manual transactions & invoices paid and processed, etc.
Hardware SpecsRecommended Server Specifications: • I3/I5/I7 Xeon Processor • 32 GB RAM • (2) 1 TB HDD in RAID for Data • (2) 1 TB HDD in RAID for Windows OS • High throughput drive for SQL Server • Microsoft Windows Server 2012-R2 64Bit or greater • 64 GB Hard drive Back-up • Microsoft SQL Server 2008 Standard Edition • Microsoft .Net Framework 4.5 • Screen resolution - 1280X1024 on 4X3 and
1980X1020 on 16X9, 32-bit • Antivirus Software
Hardware Specs Minimum Server Specifications: • 2.4 GHz Core 2 Quad-Core Processor • 6 + GB RAM (Minimum DDR2) • 2 x 80 GB HDD in RAID 1 for Windows OS • 2 x 80 GB HDD in RAID 1 for SQL Server • Microsoft Windows Server 2008 64Bit or
greater (Requires Two More CALS and Terminal Services License Than Number Of Available Workstations, Minimum 5 License)
• Microsoft SQL Server 2008 Standard Edition • Microsoft .Net Framework 4.5 • Screen resolution – 1024X768 on 4X3 and
1280X800 on 16X9, 32-bit
Hardware Specs Recommended Workstation
Specifications: • I3/I5/I7 Series Processor • 8 GB RAM • 1 TB HDD • Microsoft Windows 8.1 Professional • Malwarebytes Anti Malware • Microsoft .Net Framework 4.5 • Screen resolution - 1280X1024 on 4X3
and 1980X1020 on 16X9, 32-bit • 2010 or above Microsoft Office Home &
Business/Professional Edition
Hardware SpecsMinimum Workstation Specifications: • 2.4 GHz Core 2 Dual-Core or Quad-Core
Processor • 4 GB RAM • 80 GB HDD • Microsoft Windows Vista SP2 or above (X86
and X64) • Microsoft.Net Framework 4.5 • Screen resolution – 1024X768 on 4X3 and
1280X800 on 16X9 • 2010 or above Microsoft Office Home &
Business/Professional Edition
Hardware SpecsRecommended Printers (Laser Printers
Required): • HPm401n • HPm601n
Recommended Scanners: • Fujitsu 6230 flatbed scanner • Fujitsu 6130 sheetfed scanner • Hewlett Packard Scanner Pro3000
NextGen Financial Management Features
GL Account Inquiry Transaction Entry Transaction Templates Bank Reconciliation Reporting
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
GL Account Inquiry
NextGen Financial Management Features
Transaction Entry
NextGen Financial Management Features
Transaction Entry
NextGen Financial Management Features
Transaction Entry
NextGen Financial Management Features
Transaction Entry
NextGen Financial Management Features
Transaction Entry
NextGen Financial Management Features
Transaction Templates
NextGen Financial Management Features
Transaction Templates
NextGen Financial Management Features
Bank Reconciliation
NextGen Financial Management Features
Bank Reconciliation
NextGen Financial Management Features
Bank Reconciliation
NextGen Financial Management Features
Bank Reconciliation
NextGen Financial Management Features
Bank Reconciliation
NextGen Financial Management Reporting
Account Analysis Balance Sheet Budget Worksheets Journal Listing Statement of Expenditures &
Encumbrances Statement of Revenue Summary Financial Statement Trial Balance
Reporting
Filter Templates
Account Analysis
Statement of Expenditures & Encumbrances
Statement of Expenditures & Encumbrances
Statement of Expenditures & Encumbrances
Trial Balance
Trial Balance
Trial Balance
Create PDF Reports
Exporting Reports
Additional Features Multiple years of information available Close Periods by fund Flexible General Ledger Account
Structure Permissions can be set to Menu, Fund, GL
Account level, and other Multiple screens open Detailed Audit tracking