Forum Discussion

H-TS's avatar
H-TS
Trusted User
5 years ago

Best way to make an offline read only copy of the file for future reference (eg for payroll reporting)

When using the MYOB classic version, we used to make a full copy (not just a backup zip) of the file each year prior to rolling into a new payroll or financial year. This meant we had a complete file for easy reporting. These files were marked read only when we were next asked to confirm them.

 

I am sure I found a way to do this with the new online files too but I can't find any instructions. I think maybe a phone support person talked me through it a few years ago. I have since changed jobs and didn't think to bring my "cheat sheets" with me.

 

I would like to add these files to our company "library" so that if in 2025 I need to access payroll information from 2019/20, I will be able to simply pull up the 2019/20 file and run the reports from there. Our current file has all the payroll data back to 2012 but I can't run an entitlement balance report for 2013/14 year which I now need.

I could reverse engineer the report starting from the opening balance of 1/7/2018 but I'd rather not as I imagine it would take several hours, if not days.

 

Thanks in anticipation... 

  • H-TS 

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    To make a Library copy of your online file, first you need to back-up the file.

    Then you Restore the file.

    When you restore the file you can rename the file to whatever you want.

    During the process there is a tick box to restore "In a library on your computer" make sure this is ticked.

    And choose the location.

     

     

  • GDay53's avatar
    GDay53
    Ultimate Cover User

    H-TS 

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    To make a Library copy of your online file, first you need to back-up the file.

    Then you Restore the file.

    When you restore the file you can rename the file to whatever you want.

    During the process there is a tick box to restore "In a library on your computer" make sure this is ticked.

    And choose the location.