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Migrating Twinfield to Yuki, what do I watch out for?

Twinfield is ledger-oriented, Yuki is document-oriented. The biggest pitfall is open AR/AP and how Yuki handles dimensions (lighter than Twinfield).

Try this first

  1. 1Close Twinfield on a quarter boundary, do not switch mid VAT period, that complicates the return.
  2. 2Export all open AR/AP and balances, import into Yuki via the starting-admin wizard.
  3. 3Keep Twinfield read-only for at least a year, do not delete for the retention obligation and accountant checks.
  4. 4Train your team on Yuki's document flow, fundamentally different from Twinfield's ledger focus.
  5. 5Check if your Twinfield links (CRM, time tracking, payroll) work with Yuki too, not always the case.

When to bring us in

If you have many cost centres or project administration in Twinfield, we can pre-test the Yuki translation.

See also

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