SunSystems Upgrade Process From 5.4 to 6.2 or 6.3
Example:
Upgrade for Period 006/2019
Beginning Balance 012/2017
Net Activity 001/2018 - 012/2018
Line by Line Transactions 001/2019 -006/2019
1. Convert GDCoA
2. Upload Beginning Balance (Balance Sheet and Net Asset)
3. Upload Net Activity
4. Upload Line by Line of Transactions.
Details
Net Activity (Filter by Period, Journal Number, Journal Source)
- Get net activity using summary report
- Convert the information to Ledger Import
- Upload Data
Line by Line Transactions (Filter by Period, Journal Number, Journal Source)
-Get Detail Report using Details Report
-Convert to Ledger Import
-Upload Data
For Multi Currency
Base from Base
Transaction from Transactions
4th from Base
Compare Base and Transaction, make sure it has the same sign (- or +)