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  1. Preliminary Requirements
    1. Upgrade to SQL Database
  2. 1-2 weeks before cutover
    1. Run Latest Service Pack
  3. After Last Billing of the Old Month and Before First Billing of New Month
    1. Notify iRely Ready to Run Host and Site update
    2. Check their Sites and their Hosts match the x-ref
    3. Update CF Network Tax X-Ref
    4. Setup Index Pricing for Local Transactions as needed
  4. Daily Processing
    1. Update Index Pricing as needed
    2. Import First PT File
    3. Thoroughly Verify Transactions and Pricing
    4. Post Like Normal
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