Sharing your Reckon One book with BOTH the Standard Conversion and Custom Conversion Team
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Sharing your book with both the Custom Conversion and Standard Conversion Teams
Login to the Reckon Portal
On the left-side navigation select My Products and then Reckon One.
You will be sharing the destination book with the two teams who will be working on the migration of your data.
First, share the destination book with the Standard Conversion Team.
For the specific destination book that you want to interact with, click on the three vertical dots
Note that if you have customized your display view to list mode, it would look like this.
Select Share with... then select User
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Enter the username shivam.tuli@reckon.com then click the Next button
Tick the Superuser access level
With access level set as Superuser, you can now click the Save button
Repeat the process and share with the Custom Conversion Team, who will perform the migration of the Transactions records.
For the specific destination book that you want to interact with, click on the three vertical dots
Select Share with... then select User
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Share your book with the Custom Conversion Team by entering the email address
reckon_support@odyssey-resources.com then click the Next button
Tick the Superuser access level
With access level as Superuser, you can now click the Save button
To confirm that the destination book is shared correctly, click on the three vertical dots
Select Share with... then select User
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Now click on the View current shares link
You should see your own username, the Custom Conversion Team designated as Reckon Support and the Standard Conversion team designated as Reckon Migration AU having shared access to the book with Superuser level
Regards,
Reckon Data Recovery Team
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