Pre-conversion checklist Expert-M

For Expert-M, there are a couple of steps you have to take in Expert-M before submitting the zip file. Follow the steps in order to make sure the balances are updated accordingly.

Be aware around limitations around the opening balances in Expert-M

The limitations around opening balances are described in the conversion limitations of Expert-M. You can find that article here.

Centralize all transactions

For every journal type you have to centralize the transactions otherwise they will not be included in the conversion. You do this via the menu path under:

  • NL - Dagboeken > All menu items > Centraliseren **
  • FR - Journaux > All menu items > Centraliser **
  • DE - Journale > All menu items > Zentralisieren **
  • EN - Journals > All menu items > Centralization **

Create a backup via these paths:

  1. NL - Bestand > Backup dossier (.bak)
  2. FR - Fichier > Fichier de sauvegarde (.bak)
  3. DE - Bestand > Backup dossier (.bak)
  4. EN - File > Backup dossier (.bak)

You can find the backup file here where *** is your file code:


The file ends with .bak

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