Launching Nexonia: Best Practices for Going Live

When you launch Nexonia with your organization, we recommend these steps as best practice for a smooth transition:  

1. Make sure notifications are on at both the system and user level.    
   • How to Enable Email Notifications for Expense Approval
   • How to Enable Email Notifications for Credit Card Transactions
   • How to Enable Email Notifications for Timesheets
   • How to Enable Email Notifications for Time-Off
2. Double check role permissions are set correctly for all users, including turning approvals on.
   • Configuration Guide to Roles and User Permissions 
3. For Expenses, review credit card integration & ignore irrelevant transactions.
   • How to Ignore Corporate or Business Credit Card Transactions
4. For web-based integrations, ensure configuration synchronization and exports are running successfully.
   • Synchronizing the Nexonia Configuration with Intacct
   • Synchronizing the Nexonia Configuration with NetSuite
   • Synchronizing the Nexonia Configuration with QuickBooks Online
5. Fill in “Send errors to” fields in integration(s) (ERP and Credit Cards)
   • How to Set Email Notifications for Configuration Sync Errors
   • Configuring Notifications for Company Credit Card Import Errors 
6. Delete test transactions.
   • Deleting Expenses 
   • Deleting Timesheets
7. Send password resets (if necessary) to alert users they have access to Nexonia.
   • Send Password-Reset Email Notification to Users
8. Welcome new users to Nexonia (optional).
   
   • Welcome to Nexonia Templates