Forum Discussion
Hi Casperpng
The company file is locally stored you would not have the Add Advisor or "This user will sign with a my.MYOB account" options as these are online options only.
If you are needing to add a user to an offline file you want to check out Help Article: Add a user to an offline file. Please note that adding a user to an offline file only grants them access to that file. They would still need access to a copy of the file to sign in.
In terms of serial number sending due to privacy reasons, we are not allowed to send out serial numbers. However, the serial number of a company file can be located via opening that file and going Setup>>Company Information.
Thank you Steven_M
I would like to put the files online. I don't know the login credentials. We have not put company files online before so this will be our first attempt.
I private messaged you last time. The company serial number will be there. Could you find out what email address is associated with it? Cheers
Casper
- Steven_M2 years agoFormer Staff
Hi Casperpng
The email address you are using to log into the Forum with is the listed AccountRight Live Owner for that serial number. As such, you would be able to upload that file to the cloud using File>>Go Online (Upload this file).
For more information on uploading files to the cloud please see Help Article: Put your company file online
- Casperpng2 years agoContributing User
I m unable to upload. It says there was a problem uploading this file. A connection error may have occurred. Please try again later.
I initially tried uploading the file and it gave some errors. I tried uploading again but it said the file already existed so I renamed the file and tried uploading and got the above error.
Please assist
- Steven_M2 years agoFormer Staff
Hi Casperpng
Looking at your account I can see that do have file that was recently uploaded to the cloud but it has yet to be accessed. This file is ID 13: "OPIC POM Opxxxxxx". This is likely the company file that you have attempted to upload and the system has shown as being unsuccessful.
My recommendation would be go to Open a Company File>>Online and check that file that has been uploaded to ensure that A) it has been uploaded and you can access it and B) that it contains the current information.