Forum Discussion

MichelleS_ECO's avatar
MichelleS_ECO
Trusted Cover User
2 years ago
Solved

Upgraded a MYOB Product - attachments missing

Hello Yesterday we upgraded from Plus to Premimer for use of Multi-Currency. Today we have discovered that the documents that were attached to the transactions in the Plus file have not come across...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi MichelleS_ECO 

     

    How did you go about upgrading the file? Did you use the Help>>Change Product option or did you move across the company file to a different serial number?

     

    The reason I ask this is that the In Tray documents are attached to the file through the company file number on that serial number. As such, if you changed the serial number, the company record would have changed thus those documents wouldn't be attached. However, if you used the Change Product method it should have brought across the documents as its effectively the same file record. 

    That being said, if you have used the Change Serial Number option we can look at moving the documents if required, we just first need to fully understand what has occurred at your end.

gavin12345's avatar
gavin12345
Ultimate User
2 years ago

Hi MichelleS_ECO 

 

You may need to log out and then log back in, this can resolve some In Tray issues. As long as you didn't change the serial number, upgrading the file to Premier should not affect in tray documents.

 

FYI I am not a fan of Intray as a substitute for keeping copies of your own documents, things like this happen. And if you ever start a new file, again you will lose all of the linked documents, unless you download them one by one before you remove the original file.

 

Regards

Gavin

 

 

  • MichelleS_ECO's avatar
    MichelleS_ECO
    Trusted Cover User
    2 years ago

    Thank you Gavin fro your quick response

    We had to change the serial number of the file, as per the MYOB Data Services team instructions.

    We followed the instructions to upgrade....but we were not informed of the fact that users needed to be added again bank feeds redone and that there would be a loss of attached documents.

    We keep documents in our own system but the checking of documents associated with the transaction are easier to reference when attached in the MYOB file.

    This is very disappointing and if we'd know this issue beforehand we would have chosen a different timing for this transition.

    Regards

    Michelle