The data converter works in the same way as the MYOB Aurora One converter. Place the converter file anywhere on the computer and when you run it, you will be prompted for the Rees Easy and Infusion folders. For Rees2000 data conversion contact Infusion Software Limited beforehand.
Before Importing you should have a fresh install of Infusion that has been opened and the financial year setting correctly entered.
The following data is imported from Rees Easy (If it’s not listed here, it’s not imported)
Customer Transaction History
Customer Invoices (for reprint)
When customer payments are imported for the current month, they are imported as unallocated and the allocations made in Rees Easy will be removed. It is easier to do the conversion after a month end. By doing this there will be less of these payments which you then have to go into Infusion and make a Customer Payment to mark the unallocated payment against the invoices they were to be paid against.
Locations are marked Active however you will need to go and name these locations in Infusion.
Supplier Balances (the payment allocation requirement does not affect suppliers)
After importing data run a Customer Integrity Check, Supplier Integrity Check and Products Integrity Check.
No Control Settings are imported. ALL preferences need to be set including Next Accounts, Invoice Numbers, GST Basis etc.
The internal system link and audit numbers are updated however and do not require any adjusting.