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

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  • Updated 4 months ago
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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.



1) First share the destination book with the Standard Conversion Team, who will perform the migration of the Lists and Summary Balance records.


For the specific destination book that you want to interact with, click on the  three vertical dots 

          


         


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 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.




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Posted 4 months ago

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