Worksheet

Day one data sheet

This checklist runs a row per master, covering patients, tariff, doctors, vehicles, parts, students and fee heads, with columns for the owner, old rows, loaded rows, checker and date. Open balances get their own block further down, and the cut-off date sits above two signature lines at the foot of the page.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Day one data: what a clinic, garage or school brings into new software”, www.gullysystem.com/blog/day-one-data-what-a-clinic-garage-or-school-brings-into-new-software