Forum Discussion

BEER's avatar
BEER
Experienced Cover User
4 years ago

Downloading reports to Excel

Hi

 

Every time Accountright automatically upgrades, we lose the ability to download the reports to Excel. A box appears with the word ERROR and then the path address.

 

When is this problem going to be fixed? We have to engage the services of an IT person to upgrade our server as we need to download most of our reports to excel.

 

We wouldn't mind so much if there was some benefit from the upgrade, but for us, there never is....

5 Replies

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  • The_Doc's avatar
    The_Doc
    Ultimate Cover User
    4 years ago

    Hi BEER 

     

    Whilst it is frustrating for these things to happen and we understand - however a post like this doesn't help those on the forum to solve the problem.

     

    Auto updating shouldn't trip your EXCEL exporting and whilst I HATE the way MYOB has instigated this auto-updating feature without really understanding the wilder implications - in your case I do not think in itself this is the problem and may just be peculiar to your setup.

     

    Firstly - you talk about auto-updating - then you talk about someone coming out and fixing your SERVER .... and this doesn't add up.

     

    Please explain EXACTLY your setup - exactly.

     

    Are you running a peer to peer network (with 1 computer acting as a pseudo server (which it is not).

     

    Or are you running a Server network where all your network computers run their own version of AccountRight 

     

    Or you run a true terminal server setup where your desktop/laptops computers are essentially terminals and you logon to terminal sessions on a server which has a single version of AR installed.

     

    Or a variation on this.

     

    The fact that you say the auto-update is screwing things suggest that all your local computers are running AR desktop (i.e. not the AR SE (server edition) - but I still cannot work out the connection to A server unless you are running a local AR file stored on the SERVER - which must have SE installed to serve up the local file to the peer machines.

     

    Again this doesn't add up for the connection to EXCEL and autoupdate??

     

    Please explain and we will try and help.

     

    A quick answer to your woes is remove the AR PC version and install AR SE on all machines (it doesnot auto update) - and to per-answer your immediate query about the SE version it runs fine on a PC - it is NOT A SERVER EDITION in the sense that Windows Server versus Windows PC - the SE just means that version enables a file on that computer can be served to other users on a network (even if that machine is a simple PC).

     

    Sorry to confuse you with science but hopefully we can solve your on-going issues if we know the facts.

     

    The Doc

  • BEER's avatar
    BEER
    Experienced Cover User
    4 years ago

    What??

     

    "Whilst it is frustrating for these things to happen and we understand - however a post like this doesn't help those on the forum to solve the problem." I AM REPORTING IT ON THE FORUM FOR SOMEONE TO SOLVE THE PROBLEM!

    'Auto updating shouldn't trip your EXCEL exporting" IT DOES - EVERY TIME!!

     

    If you are in the know, you would know that lots of users have suffered through this problem ever since automatic upgrades started.... It has something to do with the database being a different version than the program and something happens to the ability to download to excel.

     

    We have a server where the database is and we all have Accountright on our individual computers. Individuals are unable to upgrade the database on the server and only our IT person can.

     

    Offer me a solution (to help others on the forum) to solve this problem once and for all!! 

  • The_Doc's avatar
    The_Doc
    Ultimate Cover User
    4 years ago

    Hi BEER 

     

    Without knowing your reason for the IT setup it is difficult to give you a definative answer.

     

    And unfortunately - staff requirements often are secondary to the IT requirement.

     

    I am a little confused regarding your connection to EXCEL of this problem. 

    Your ability to export from AR to EXCEL is a local problem - i.e. a user opening AR (say 2021.8) on their PC and the file they are opening resides on a server (and the AR file on the server is in 2021.8 format) then you will be able to open that file - and if EXCEL is installed on your local machine - export a report to EXCEL.

     

    If overnight your local PC AR upgrades itself to 2022.1 (as it will if it is the PC version) then when you come in the morning and try to open the MYOB file on the server (which is in 2021.8 format) it will not be able to - if you are an administrator it will simply say - file is in 2021.8 format do you want to upgrade it to 2022.1 - yes - it upgrades (this is exactly what happens in the cloud)

     

    The SERVER install of AR - will still be on 2021.8 but the server version isn't OPENING MYOB - it is only on the server to serve the file to you to open - I assume it doesn't need to be 2022.1 to do that 

     

    However, until you are able to open AR - EXCEL isn't part of the picture.

     

    I need to check that minor point!

     

    However, some suggestions

     

    1. A simple solution which would solve the problem instantly is to place your main operating file form its local storage on the server into the MYOB cloud - you no longer need the server - you did not say why you are running your file locally.

     

    2. If you must have the file locally - install the AR SE on all your PC - it will run perfectly on your PC - then they will not auto-update and you can decide when to call the IT guy in to update all in an orderly fashion. (if you run a local file - you don't need to update it as regularly as MYOB does - only if you are in the cloud as they force you to

     

    3. The AR file doesn't need to be on the server - it could easily be on a powerful desktop or laptop - however, if you do that, that machine needs to run the AR SE version so everyone can see the file.

     

    4. Run the server as a Terminal Server for MYOB - you then only need 1 install of AR - the version on the server - and it will not auto update.

     

    There are numerous scenarios - and each environment is different.

     

    Either I have confused you or helped you - SERVER/PC configurations when you are running MYOB AccountRight is very different when a file is stored locally vs in the cloud.

     

    The Doc

  • BEER's avatar
    BEER
    Experienced Cover User
    4 years ago

    Yes, I am confused (I am a user not an IT person). The solution appears to be to go to the cloud, but we do not want to use the cloud. MYOB needs to accommodate long time users (as well) using more traditional setups. I think, from memory, using a server was a fix to combat the slowness of MYOB when there was more than 1 user. 

     

    Anyway, lets just say that this problem is not going away...

  • greengoanna's avatar
    greengoanna
    Experienced Cover User
    4 years ago

    G'day BEER,

     

    We may be experiencing the same error when MYOB has upgraded.

    The error message indicates MYOB can't find the Excel template to export via and responds with an Error popup with a path, e.g. C:\Users\Public\Documents\MYOB\AccountRight\2022.4\Reports\Spreadsheet\SALITMD.XLT

    Thats where its looking for the templates, and sadly, MYOB has either deleted them or not put them there.

    Why? I'm not speculating as to how the upgrade process works, or doesn't.

    We find that the templates live in:

    C:\Users\YOURUSERNAME\Documents\MYOB\AccountRight\Current\Reports\Spreadsheet

    So we will copy the templates from the latter to the former location and export to Excel now works.

    Yes, probably not the correct templates, but its a workaround!!!

     

    HTH