Quick Setup Checklist for AutoCount 2006
1. System requirements
- OS: Windows XP/2000/2003 compatible (assume legacy PC).
- Processor: 1 GHz or higher.
- RAM: 512 MB minimum (1 GB recommended).
- Disk space: 2 GB free for program and data.
- Network: LAN for multi-user setup; static IP recommended.
2. Install prerequisites
- Windows updates: Install any critical updates available for the OS.
- Microsoft components: Ensure Microsoft .NET Framework version required by installer is present (commonly .NET 2.0/3.5) and MDAC if needed.
- Database engine: Confirm required database (e.g., SQL Server/Jet) is installed or included with AutoCount.
3. Software installation
- Run installer as Administrator on the server or primary PC.
- Choose Install Type: Single-user or Multi-user (select multi-user for networked access).
- Set installation folder (default recommended unless custom path needed).
- Complete installation and reboot if prompted.
4. Database setup
- Create company database during first run or via Database Manager.
- Set data storage path on a shared network folder with proper permissions.
- Backup schedule: Configure daily automated backups to a separate drive or NAS.
5. Network & permissions (multi-user)
- Share data folder with read/write/modify for user accounts.
- Map network drive on client machines to the shared data folder.
- Firewall: Allow AutoCount executable and database ports.
- User accounts: Create Windows or AutoCount user accounts with appropriate access levels.
6. License & activation
- Enter license key provided with purchase.
- Register product if online activation is required; use company info.
7. Initial configuration
- Set fiscal year and accounting period.
- Configure chart of accounts template or import existing chart.
- Set company information (name, address, tax ID).
- Define currency, tax rates, and numbering sequences for invoices and vouchers.
8. User setup & training
- Create user roles and permissions within AutoCount.
- Assign passwords and test login for each user.
- Provide brief training on common tasks: invoicing, purchase entries, reconciliations, and reporting.
9. Data import & verification
- Import master data: customers, suppliers, inventory, opening balances (CSV or provided templates).
- Verify balances: run trial balance and compare with prior system.
- Correct discrepancies before processing new transactions.
10. Testing & go-live
- Test critical workflows: create sales invoice, record payment, purchase entry, and run reports.
- Verify backups restore successfully.
- Set go-live date and freeze prior system if migrating.
11. Maintenance & support
- Schedule regular backups and periodic database maintenance.
- Document procedures for restore and user onboarding.
- Keep installer and license info in a secure location for future reinstall.
If you want, I can produce printable checklist format (one-page) or provide template CSVs for importing master data.