Inactive suppliers have been migrated to Reckon One

Question

Prior to migration from desktop to Reckon One, I went through the chart of accounts, and creditors/suppliers and marked lots as inactive, thinking that would help.  But now the migration is completed, none of the general ledger accounts have stayed as Inactive.  Can't tell with suppliers, I had gone through the Supplier Centre and made almost everyone from 2015 and prior with no transactions as inactive.  Haven't found where to view suppliers in Reckon One other than a list in Supplier contacts for which there are no transactions to view.  If I go to Supplier transactions, it only gives recent transactions per the period selected, and no zero ones. I see in R1 that I can make suppliers inactive in the Supplier Contacts but how do I know which ones they are now?

Was all my efforts a waste of time?

Is this the place to post migration queries because I expect there will be quite a lot.

Many thanks

Jean.

Jean_10862158 · Answer

I was on the phone for 1hr and 8 min. to a male person at tech support this afternoon, just to get our other user access to the new book and to sort out why my 2nd login wouldn't work.  Finally in the last 10 minutes he seemed to work it out and fix it up.

Now back to Customers, as well what I mentioned above, I found a customer a/c called No Name, in it were 2 transactions from 2023, but they were not to do with customers.  They were both transactions from Desktop made using "make deposits" to enter money received from suppliers. One was a refund and one was paid to us in error.  Nothing to do with customers.

The migration obviously takes no notice of transaction types designated in Desktop.  It seems to work on the principle is it is a deposit in the bank, it must be a customer.

It has the bank as a customer with every receipt that was for interest received, entered into a customer a/c called Bank.  The ATO is also a customer for a small amount of interest received.

Is this how the migration works?

Can I delete them out of customers without upsetting things?

I am most upset with all of this.

Jean_10862158 · Answer

Because of the new migration I have to enter all our customer names because I only used an all encompassing one for the monthly totals of sales before.  So in contacts - customers  there are 17 customers there,  some marked as customer/supplier.   We have had only one customer in recent years (since 2017) as a customer, and that was for the monthly sales totals less money received against them.

Some in R1 marked supplier/customer were suppliers but issued refunds to us. Surely this doesn't make them a customer.  Our banks and the Aust.tax office are also listed as customer/supplier, these aren't suppliers.

Can I safely delete these?  Actually I did try to on one of them and it wouldn't let me, it says "customer still use".  So I guess I can't delete them.

What to do to tidy this all up.

Rav · Answer

Thanks for flagging this @Jean_10862158

It sounds like there are a few things there that need some attention. Let me get one of my colleague's @Lucas who is an expert with migrations to get in touch with you directly and work through this. He's not in today but he'll be in touch hopefully tomorrow. If required we can also liaise with the team at MMC to investigate and look at what's happened and how to best make any corrections.