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Weles3 onboarding
1. The contract and requirements query.
We sign the necessary documents and collect information about your general needs.
2. Data preparation
You provide us with data for import along with information on charges calculations and settlements.
3. Data import
We enter data into Weles3 system. We set up the charges and the basic chart of accounts.
4. Initial training
We teach basic navigation through the system. We show how to use help.
5. Verification of data
You verify the entered data and we agree on possible corrections.
6. Core training
We present further functions of the system. We show you how to use support.
Data preparation
In this step, we will try to find out the format of data in which you are currently working. We will suggest the best way to prepare your data to import to Weles3. We try as much as possible to avoid manual data rewriting.
If you are preparing data in a spreadsheet, please take this into account our guidelines.
Data format
In order to import data to Weles3, we need to receive them in a form suitable for processing as a table. For example, it can be an Excel file, a CSV text file, or a database file that we can open.
We will not be able to import data:
  • from scans/photos of documents
  • without a tabular structurej
  • requiring manual data rewriting
Scope of registration data
To set up some data are required (including, as a must)
  • unit's number
  • Name and surname of the owner
  • Contact to the owner: phone/e-mail
  • Area (usable, heating, etc.)
  • Number of people
  • Numbers and readings of the meters
  • Owner's balances as of the start date of charges in Weles3
Charges
We will need the following information to set up charges:
  • Charges items (name, rate, how it is calculated)
  • Meters billing periods
  • Periods of costs settlement - each position
  • Non-standard charges, if any
Next step
3. Data import
We enter data into Weles3 system. We set up the charges and the basic chart of accounts.
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