Forum Discussion

Chunts123's avatar
Chunts123
Contributing User
2 years ago
Solved

Backups and receipts

Hi, A quick query about backups. Do all receipts attached to payments get backed up also, as I am restoring to a past file to check something then restoring back to my current file. Thanks in advance...
  • gavin12345's avatar
    gavin12345
    2 years ago

    Hi Chunts123 

     

    This is correct. Backing up the online file is identical to backing up a local file. And every MYOB file is just a file like any other computer file, whether it is stored locally or online. You can copy it, back it up, delete it etc.

     

    So if you backup the online file and restore that locally, you can open it, generate reports etc. I recommend when restoring the file you give it a different file name to avoid any mix up, such as restored_company_file.myox.

     

    Any changes you make to the restored file will not affect the current online file, and you can delete it when you are done.

     

    The only time the online file would be affected is if you made changes to the restored file, created a new backup of this modified file (backup 2) and then restored backup 2 online - this would replace your current online file with backup 2. This is the process users follow when they take their file offline in order to update it, for example get it repaired, purged or to do a large import.

     

    Hope this clarifies,

    Gavin

     

     

gavin12345's avatar
gavin12345
Ultimate User

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

Chunts123's avatar
Chunts123
Contributing User
2 years ago

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

  • gavin12345's avatar
    gavin12345
    Ultimate User
    2 years ago

    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

    • Chunts123's avatar
      Chunts123
      Contributing User
      2 years ago

      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?

       

      • gavin12345's avatar
        gavin12345
        Ultimate User
        2 years ago

        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