Before migrating, you need to configure the ledger a MAS, Accounts or AO Classic General Ledger.

1. Go to the client’s Client Accounting > Trial Balance (Workpapers) tab.

2. On the Tasks bar, click Edit Configuration Details. The Client Configuration window appears.

3. From the Product drop-down list, select MAS , Accounts or AO Classic GL .

4. Enter the location of the ledger in the MAS ledger, Accounts ledger or AO Classic ledger field.

   If you're planning on migrating an MYOB AE Assets ledger to MYOB Assets Live, select a current-year ledger.

5. Click OK. The Configured Ledger Details are displayed on the right of the Workpapers tab.

1. Go to the client’s Client Accounting > Workpapers tab.
2. On the Tasks bar, click Migrate to AE ledger or Migrate to AO ledger.
   
   The Migrate data window appears and the Source product field displays the general ledger type that you are migrating.

3. The following ledger details are automatically retrieved from your existing ledger:

   Data migrated	Description
   Name	The name of the configured existing ledger.
   Client code	The client code for the selected client's ledger.
   Entity type	The entity type defined when you configured the ledger. Select a different entity type from the drop down if required. If the client is configured using legacy ledgers the Entity type defaults to <Select Entity>. You can edit this as required.
   Current year end date	The last day of the current year in the selected client’s ledger.
   Start date for new AE/AO Ledger	The date from which you want to start using the AE Ledger.

4. If you are not using an MYOB standard chart, click in the ledger account column in the table at the bottom of the Migrate data window and enter the correct value to use for each account in the list.
   The specified codes are displayed against these accounts after migration in the Workpapers tab and the Manage Accounts window.
   If you are using an MYOB standard chart, the ledger account values displayed in the table at the bottom of the window are correct.
5. Click OK.

When the migration is successfully completed, the Migration summary window appears displaying the migration details, including the prior year balances available (from and to dates). If you have closed the Migration summary window after successfully migrating your ledger, you can easily review the migration details any time by selecting the Migration summary from the Tasks bar.

You can view the migration log to view and action any warnings or errors.

1. On the Tasks bar, click View migration log. The Migration Log window for the client appears.

2. Optionally, to export the migration log to Microsoft Excel, click Export to Excel.

3. Review the migration log and action the following:

   Type	Description
   Error	Errors in the migration log are an indication that the data was not   migrated. If the migration is initiated for a general    ledger    which has already been migrated    to    an AE    Ledger,    the following error message is displayed: " The ledger already exists in the AE/AO Ledger system". Where the  ledger   does not balance and the migration fails, the following error message is displayed: " Please balance the ledger and re-migrate "
   Warning	Warnings in the migration log indicate that some data was not migrated. This is normally happens where the configured  ledger  does not support migration of this kind of data. For example: " For Account code ***, the account name is migrated as Unknown Account Name". The warning message " Please verify the GST rate for each account code" is displayed for every successful migration.