BL Prototypes

King Finance Example accounting firm

Two things need to be in place before you can move to Lundify. When they are, you can start the move.

Account mapping

Lundify uses RGS codes for every account. We've suggested a code for each King Finance account. Check and approve the mapping for each administration.

0 of 11

Your firm's own administration

To review
Example customer 1 · administration 1

To review
Example customer 2 · administration 1

To review
Example customer 2 · administration 2

To review
Example customer 3 · administration 1

To review
Example customer 4 · administration 1

To review
Example customer 4 · administration 2

To review
Example customer 5 · administration 1

To review
Example customer 6 · administration 1

To review
Example customer 7 · administration 1

To review
Example customer 8 · administration 1

To review

User details

Every user needs an e-mail address and phone number before they can move. King Finance asks for what's missing the next time they log in.

Example employee 3

Phone number missing

Asked at their next login
Example employee 5

Phone number missing

Asked at their next login

Commercial scenario Trio doc

A: firm pays for everything The firm owns the domain and pays its own subscription and every customer administration. B: mixed payment The firm pays its own subscription; each administration is paid by the customer or the firm. C: standalone customers Customers with no firm, in Bjorn Lunden domains, pay their own administration.

King Finance preparation

Not done Done

Prepare for Lundify transition

Account mapping

User details

UI control panel