Backups and receipts

Hi Chunts123 

Are you referring to In Tray documents you have attached to transactions? If yes, then no, they are not part of the backup. Linked documents are stored elsewhere on MYOB's servers and your file has a link to that document. So you can only ever access these linked documents while this company file is online. 

So if you backup and restore locally the linked documents will not be accessible. Same thing happens if you start a new file online, you will never be able to access the linked documents unless you keep the original file online with its own subscription. This is something that will come as a surprise to many users.

Regards

Gavin

Hi Gavin,

Thanks for the previous post.

Our file is online but I backup & store these locally. I never knew about the online backups. So if want to restore to a local backup from a couple of years ago, then restore back to my current file, which is online, with all the attached tray docs, I would first need to backup the current file on your server?

If this is correct how do I perform an online backup?

Thanks Gavin

Hi Chunts123 

You may have misunderstood, if your file is online (stored on MYOB's server), and you make a backup, this is a backup of your online file - it will not contain the linked documents, only a link to them. The documents are stored only on MYOB's servers (I don't work for MYOB).

See this help article about backups.

The only way to access the online documents is to access them (one by one) while the file is online. (Update) Or you could contact Mike_James  from Datawise who can retrieve InTray docs in bulk.

Regards

Gavin

Oh I see. So as my file is online, after restoring to a previous year then restoring back to the current period, all the linked receipts I attached from the intray will be accessable again by my file?

Hi Chunts123 

In theory yes (subject to confirmation by moderator  - Steven_M ). 

If restoring a prior year, do you need to restore it online? Wouldn't it be better to restore offline and access the prior year file that way without disturbing the current year online file?

Regards

Gavin

That sounds like a great way to do it. Could you please give the steps.

Thanks Gavin

Hi Chunts123 

See this help article Restoring your company file. Covers most of what you should need.

Regards

Gavin

Thanks again Gavin.

And so just confirming, after accessing info from the offline restored file it can then be discrarded and I can simply login to the online file which will not have been changed?

Your explanation is perfect!

Thanks for all your help!