Forum Discussion

KB1971's avatar
KB1971
Contributing Cover User
5 years ago

How to rename your file for the new financial year

Hi guys, I've just rolled my financial year, following the prompts, but am confused as to why I cannot re-name the file to appear in my library?   Under the old software I was able to save my pre-...
  • KB1971's avatar
    KB1971
    5 years ago

    Thanks Gavin, I ended up speaking to someone at MYOB as I wasn't sure how to locate the library files. All solved. Though I still find it odd that when you roll over the year you don't get some kind of prompt to rename the file and save to the library so that your old information and new information are both safely stored. I would have thought that woudl have been a no-brainer for MYOB. Either way, I managed to re-store and re-save, then duplicate/change name and then re-roll. Yay for me.

gavin12345's avatar
gavin12345
Ultimate User
5 years ago

Hi KB1971 

 

AR2019 uses windows based files in exactly the same manner as v19. And those files can be managed in the same way as all other windows based files - assuming your file is not online.

 

The 2 main differences are the file location and the file extension. Use the Company Data Auditor to see exactly where your current company file is located (or where your Library is located). Close MYOB. Go to that location using a Windows explorer, rename, copy as required.  Take care to avoid file mixup.

 

When opening the renamed file in AR2019, do not use the Recently opened list, use Open instead. Select the file you want.

 

Regards

Gavin

  • KB1971's avatar
    KB1971
    Contributing Cover User
    5 years ago

    Thanks Gavin, I ended up speaking to someone at MYOB as I wasn't sure how to locate the library files. All solved. Though I still find it odd that when you roll over the year you don't get some kind of prompt to rename the file and save to the library so that your old information and new information are both safely stored. I would have thought that woudl have been a no-brainer for MYOB. Either way, I managed to re-store and re-save, then duplicate/change name and then re-roll. Yay for me.