Conversion Notes for Harmony Light v4.3.6 to v5.00
Harmony Software		 1st February 2006

1	The conversion can be run more than once, but each time it is run, it will clear 
the v5.00 files and start again. 
The conversion program DOES NOT affect the original v4.3 data, it simply 
takes a copy from it.
2	The conversion program can be run from the v5.00 installation or from the 
Harmony Software menu option in Windows Start, Programs list
3	When you start the conversion program, it will initially ask you to select the 
starting financial year to convert from with a drop down box which starts 1st 
July 2000
a.	Select the year that you want your data converted from
b.	This is an opportunity to leave your old data behind
c.	Once you have selected a year, this is what will happen:
i.	Any account transactions, timesheets and receipts dated prior to the 
year chosen will NOT be converted
ii.	Archived families with no transactions, timesheets or receipts dated 
after the selected start period WILL NOT be converted
iii.	BAS statements prior to the date chosen will NOT be converted
iv.	Even for active families, receipts dated prior to the date chosen 
WILL NOT be converted – as the v5.00 has a running balance 
feature, all non converted receipts will be reconciled against the 
relevant timesheets and if they do not match, a balance carried 
forward transaction will be created
d.	Next, just to make sure that you really do want to do the conversion, 
Harmony will ask you to type the word 'yes' before you are able to 
continue.
4	REMEMBER: Your old v4.3.6 data will remain intact, so if you make the 
wrong choice, you can always do the conversion again. 
5	Once the conversion is complete, here is what you will see:
a.	Various names and addresses etc that were entered as Uppercase in v4.3 are 
converted to Proper case, e.g. "SMITH" will become "Smith". You may find 
the odd item that has been converted incorrectly, e.g. ABC will become Abc, 
but it is a simple matter to re-type and save them in v5.00.
b.	All the family numbers have been increased to 5 digits, therefore a leading 
zero will have been placed on all the codes e.g. F1020 will be F01020
c.	The old Accounts Master/Detail format has been changed in v5.00. Whereas 
in v.4.3.6 you would enter a single transaction with multiple account items, 
v5.00 has been changed so that each account item is a single transaction. 
Therefore, if you had a single transaction with multiple items in v4.3.6, 
these will have been converted into separate transactions.
d.	Harmony v5.00 has been re-designed to look and feel like your schemes 
system and consequently, a couple of processes have changed to reflect this:
i.	In v4.3.6, you were able to select or type the CCB% on 
bookings/contracts or timesheets. This was a very static mechanism; 
In v5.00 you enter the CCB percentages as per the Assessment 
Notice that the scheme receives including a Start Date, and then tell 
Harmony how many children in care.  
Harmony will pick the correct percentage for the date of the 
timesheet/estimator that you are processing.  
This is more dynamic, it allows you to enter CCB percentages in 
advance, and it will pick the correct one when the new percentage 
starts and/or finishes. 
That was a long preamble to tell you that v4.3.6 didn't know how 
many children were in care on the old timesheets, and so will attempt 
to match the percentage used with the static percentage table. If this 
is not possible, it may display a zero percentage on old timesheets, 
BUT it won't change the calculation unless you attempt to edit the 
old timesheet.
ii.	In v4.3.6, there is a very static method of telling Harmony that a 
child was at school. In v5.00, Harmony requires a school start date as 
well. This allows you to pre-enter a child's school start date so that it 
will automatically use the 85% loading once the school start occurs. 
It was possible in v4.3.6 NOT to tick the Apply School Age 
percentage flag in a child's record, but still use the 85% by entering 
it directly into the booking or timesheets. If this is the case, the 
conversion program will attempt to discover the child's school start 
date from the timesheets. If the apply school % flag is set it will use 
the date 31/1/2005. This date doesn't have to be exactly when they 
started school, just as long as it is prior to your next timesheet 
processing period.
iii.	In v4.3.6 you were able to create multiple bookings/contracts, but 
had to choose which one to use manually when you did your 
timesheets. V5.00 allows multiple bookings, with 1 to 4 week 
rosters, but most importantly you are now able to put start and stop 
dates on bookings. 
Therefore, the conversion program will ONLY convert the active 
booking and it will generate a start date equivalent to the child's start 
date
iv.	Your v4.3.6 fee schedule will be converted but the word Standard 
has been changed to Main. You don't need a new fee schedule from 
your scheme until your fees change next time. However, don't 
forget, you can pre-load a new fee schedule, because each one has a 
start date attached to it.  
REMEMBER: If you ask your scheme for a another fee schedule, 
ask them to use the NEW option to Export the fees.
v.	In v4.3.6, timesheets had a status of In Progress or Completed. This 
has been changed to In Progress and Receipted.
vi.	The immunization schedule has been changed to include 2 new 
vaccine times, birth and 10 years and the 4 year vaccine time has 
been changed to 5 years.