Convert enterprise company file to premier

#Convert enterprise company file to premier how to#
#Convert enterprise company file to premier upgrade#
#Convert enterprise company file to premier code#

#Convert enterprise company file to premier upgrade#

Then, to double-check that all is well, it's a good idea to verify the file for any issues that could affect your upgrade to the new AccountRight. Optimising your company file removes these gaps to ensure your company file is as compact and efficient as possible. Now that you've removed old transactions from your company file, it has probably left some 'gaps' in the database. If the process is interrupted before completion it will most likely damage your company file (which we can fix) - so it's best to be patient.ДЇor more information on the Start a New Financial Year process, see the AccountRight help ( Australia | New Zealand). Despite appearances the process will eventually complete. Depending on the number of transactions, this may take some time. Transactions from previous financial years will be purged. If a confirmation message appears, click Yes.

Leave the Unreconciled Transactions window unchanged and click Continue.

On the Closed Transactions window, deselect both options then click Continue.

On the Audit Trail Entries window select the option Purge Audit Trail Entries and click Continue.

On the Receipts and Payments To Be Processed window, leave all items ticked and click Continue.

the same year as shown in the field above it.

In the New Financial Year field, enter the current financial year, i.e.

Read the info displayed then click Continue.

The backup is created and the Start a New Financial Year window reappears. If you like, you can rename the backup file to help identify it later.

Specify where you want to save the backup.

Choose Back up all data then click Continue.

Go to the File menu and choose Start a New Year then choose Start a New Financial Year.

You should also create a backup prior to purging anything, so you'll always be able to access the purged information by restoring the backup. So it's important to read the information carefully on each window as you complete the process. For example, from the Sales command centre you can choose to Purge Closed Invoices.В For sales and purchases you can also choose to purge just the detail only, or the entire invoice or bill. From within each command centre in your software, go to the File menu and choose Purge. If you're unsure about using the Start a New Financial Year process to purge transactions all at once, you can purge different transaction types one at a time. Want to purge transaction types one at a time?

#Convert enterprise company file to premier how to#

This might remove those transactions to allow the upgrade.ДЄccountRight v19 online help has information on how to find transactions. If you haven't used multi-currency for a while but you have transactions like these from previous financial years, c omplete the pre-upgrade tasks below.

#Convert enterprise company file to premier code#

Foreign transactions with the Luxury Car Tax code.

Foreign transactions with consolidated tax codes.

Foreign currency accounts other than trade creditors, trade debtors, bank and credit card accounts.

Foreign transactions using the Professional, Time Billing or Miscellaneous layouts (only Item and Service layouts are currently supported).

If your company file has any of the following transactions, it can't be upgraded (yet):

Foreign trade debtors, trade creditors, and exchange accounts will be merged with the equivalent local accounts.

Check the add-on centre ( Australia | New Zealand ) or contact the add-on provider

Check that add-ons you use are compatible with the new AccountRight.

Find out how multi-currency is different from AccountRight v19.

There are some important things you should know before upgrading.Multi-currency files need to be upgraded online.