Forum Discussion

becktee's avatar
becktee
Member
6 months ago

Retaining records between two files

Hi all,

 

We have a client with some complicated file history, and I'm looking to try and retain records while moving forward with a single company file.

 

We had one file under branch number 001, and had to create two new files in order to split last financial year's payroll reporting - 002 for the first part of the year, and 007 for the second part. The intention was to have these two files be temporary for the purpose of reporting STP for the financial year, and move forward with the "001" file changing branch number at 1 July, meaning all records were retained and all payroll reporting was correct.

 

To create 002, we had MYOB support on the phone and it took a few days to come up with a solution to keep payroll records intact. This ended up being to take a backup of 001, and bring it online stripped of its serial number so it wouldn't affect the original file, then deleting payroll details from after the date we moved to 007. Theoretically, this would mean we had a 001 file with complete records for the financial year and previous, and a 002 file that is exactly the same, but with payroll from the second part of the year excluded.

 

However, when the 002 file was brought online, there was an issue - the 002 file inherited the purchase invoice attachments, and the 001 file no longer has them. This means we have a 001 file with complete payroll history, and a 002 file with complete records attached, and no file with both. The purchase history is years long, so downloading all attachments individually is not feasible, and we don't want to pay for third party software to rectify an issue that was created by MYOB.

 

Is there any way to move forward and have the one working 001 file that contains all records?

3 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    6 months ago

    Hi becktee,

     

    This one’s a bit tricky! The best move is to give our team a buzz through our virtual assistant MOCA, or send a support request through MyAccount directly. Let them know which file got the full payroll history and which one has all the invoice attachments. Give them the file details and ask to have everything popped back together into your main 001 file. That’ll make sure all your records end up in one spot.

     

     

    Cheers,

    Shella

  • becktee's avatar
    becktee
    Member
    6 months ago

    Hi Shella,

     

    Thanks so much for your response! We've now contacted the team by phone and unfortunately they said they couldn't do anything about the issue. Is there any other avenue we could try?

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    6 months ago

    Hi becktee,

     

    Thanks for letting us know what’s happened so far. For anything more in-depth, it’s best to reach out directly to our team. You can log a case through MyAccount and make sure to include as many details as you can. Once you’ve got your case number, pop it over to me in a private message. I’ll track your case personally and make sure our team follows up, so nothing slips through the cracks.

     

    Cheers,

    Princess