Guides
Plain answers for Exchequer users
Short, practical guides from a team that has worked with Exchequer for over 20 years. No jargon, no hard sell.
Deciding what to do next
Start hereExchequer extended support: what it means for youWhat extended support covers, what still works, and the three questions to answer before you decide anything.5 min read
LicensingDo you need a Right to Use licence?What an archive licence is, why it's offered, and a lower-cost way to keep your records.6 min read
LicensingWill Exchequer stop working if we stop paying maintenance?On-premise versus hosted, and what to check in your contract.3 min read
Getting your data ready
MigrationMoving off Exchequer: your data checklistWhat to extract, when to extract it, and which format each team will need.7 min read
MigrationLoading open items and opening balancesUsing the sales, purchase and stock CSV files for testing, training and go-live.6 min read
MigrationWhat to do with years of transaction historyArchive, import or keep on file? The options and their trade-offs.5 min read
Using the Export Tool
How-toRunning an extract on hosted ExchequerGetting the tool onto a remote desktop, and your files back off it.4 min read
How-toLinked documents and V1 storageWhat happens to the files behind your Exchequer links.4 min read
How-toExtracting very large datasetsPeriod filters, file splitting and running batches side by side.3 min read
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