As part of its merger with Boston Mayflower, Shoreline Housing Partnership asked Orchard to review how its existing OpenAccounts software could be used within the newly-merged organisation.
Orchard has been tasked with identifying areas for improvement that will help Shoreline in the use of its OpenAccounts software deployment, with a particular focus on implementing a new chart of accounts and the formation of a new company. The project includes reviews of all the operational modules in use as well as those available but not currently being used.
Orchard reported that with Shoreline’s existing 12-year old chart of accounts, financial reporting and processing is being hindered by the way in which it was initially set up; it is running out of codes, the use of analysis codes is unknown, as is the use of hierarchies, plus the Project Ledger is under-utilised and not being used for its intended purpose.
