MIGRATION: Sharing your Reckon One book with BOTH the Standard Conversion and Custom Conversion Teams

  • 1
  • Article
  • Updated 7 months ago
  • (Edited)

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

           


Enter the username ReckonMigrationAU then click the Next button





Tick the Superuser access level

With access level set as Superuseryou 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

           


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 Superuseryou 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

           


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.


Photo of Data Rec

Data Rec, Employee

  • 4,270 Points 4k badge 2x thumb

Posted 7 months ago

  • 1

Be the first to post a reply!