Complete the Beginning Balance Decisions Stage

Use Playbook stage Beginning Balance Decisions to decide conversion depth for beginning balances before go-live, then sync which Company Tracker actions stay visible.

Where: Mission Control → W.A.T. Implementations → Implementation Playbook → Beginning Balance Decisions
Route: /missioncontrol/implementations/playbook (stage Beginning Balance Decisions)

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Steps in this stage

Step	Title	What you do
1	Overview	Review goals, timing tradeoffs, and available core objects; Next
2	Balance-forward options	Choose in-scope areas and summary vs detail depth
3	Historical boundaries by scope area	Confirm what stays out of scope and exception paths
4	Action visibility sync	Sync visibility; finish with Complete Beginning Balance Decisions

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Step 1 — Overview

1. Review what the stage decides (balance-forward scope and depth).
2. Note go-live timing guidance and available core objects for this company.
3. Click Next.

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Step 2 — Balance-forward options

1. Work the balance-forward decision tree for each area.
2. Mark scope (including summary vs detail where offered) or mark areas not applicable.
3. Click Next when required decisions are set.

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Step 3 — Historical boundaries

1. Review what remains out of normal beginning-balance scope.
2. Note where exceptions start to look like full historical conversion (not standard balance-forward).
3. Click Next.

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Step 4 — Action visibility sync

1. Review counts: Selected balances, Not Applicable, Tracked items, Completed items.
2. Click Sync after you change balance options or Not Applicable flags so Company Tracker only shows applicable actions.
3. Use Refresh after editing linked actions in Company Tracker.
4. Click Complete Beginning Balance Decisions.

Continue with Complete the Readiness Assessment stage.