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MichelleS_ECO's avatar
MichelleS_ECO
Trusted Cover User
3 years ago

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
    3 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.

Steven_M's avatar
Steven_M
Former Staff

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.

MichelleS_ECO's avatar
MichelleS_ECO
Trusted Cover User
3 years ago

Hi Steve

Thank you for getting back to me.

We had to change the serial number as per MYOB Support so they set us up with the DFR Team to make the transition.

It's good to hear that something can be done to attach the documents to the new file.

Let me know what details you need to make this occur.

Regards

Michelle

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi MichelleS_ECO 

     

    Awesome, we should be able to move those documents for you. Just a wee brief message to say that it's a one-way trip, we remove all the documents from one file and put them into another. There is no picking and choosing. Once it's done they are moved across and can't go back.

    If you want those documents moved then would you mind sending me a private message with the following information:

    • The previous serial number of the file was on
    • The current serial number of the file was on
    • The company file ID when it was on the previous serial number - would have been in Help>>About AccountRight - appreciate that you might not know that one. Getting the exact name of the company file is a good alternative if not known
    • The company file ID of the current file - Help>>About AccountRight
    • The primary contact's name and email address for the current serial number

    With this information, we should be able to look into moving those documents to the required file for you

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