Select the type of data to verify. The option chosen when selecting the data to verify will be the default selection in the migration options window. See Selecting Data to Migrate for more information.
To select the data to verify, do the following:
- Choose from the following options to select the data to verify:
- Practice. Verify all Practice data, including time and expense transactions, WIP, and AR.
- Common data. Verify only the information that is common for client and staff data. This option is checked and disabled by default.
- Select the amount of Practice history to verify by selecting one of the following options:
- Verify all records including historic details. All transactions are verified. Depending on the number of years contained in the history database, this selection could considerably increase the verification processing time.
- Verify all records with details of open items. This option verifies any WIP transaction or AR record that contains a balance, and projects with a status other than Completed. Details of zero balances and closed or completed records are not verified.
- Click Continue to go on to the next window or Cancel to return to the main window.