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This Report is located in the Managers Ability, under the Database Utilities node. It is called "Run Accounting Migration Report".
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Once Once you've located the report, all you'll need to do is click the Go button in the lower right. You will be asked to log out of any terminal or client computers. Next the utility will ask you to save a backup. You may choose to skip this by choosing "Cancel" or run a fresh backup by choosing "Save Backup" after selecting the location you would like to write the backup to. Lastly, you will then be prompted to authenticate. All you'll need there is the OS Username and Password for the Server Computer. Once you have authenticated, the migration report will begin. While the report runs, MacPractice may appear as unresponsive.
The Accounting Migration Report simulates the updating process, and identifies if there would be any differences between your current financial data and the data post-update.
There are no changes made to your practice's data by running this report! Changes are only made when actually updating your software.
Once this report has been run, you'll be presented with a a summary sheet indicating all items that were checked. A successful Migration Report will look like the following screenshot. If you receive this result, your office is ready to update beyond Gen 7 when it is released to your office.
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You You might see a result with a Red X, as shown in the below example. If you see this, MacPractice is indicating that some of our structural changes might have an impact on your A/R. In this situation, the report will indicate that some adjustments may be made to preserve the status of your A/R. All of these changes are documented in the report, which we highly advise you print. Printing the results will display the account numbers, the accounts, and explanations as to why any adjustments were posted or changes were made.
If If you do see such a result, a Support Ticket is automatically created, so one of our representatives can investigate and determine the best course of action, and also use gathered information to improve the Accounting Migration Report.
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As always, if you have any questions, concerns, or would like assistance running the Accounting Migration Report, don't hesitate to contact MacPractice Support.