I am looking to close one of our online accountright myob files. But if I back it up I lose all my documents that have been attached to purchases via the intray and are required for an audit/inland revenue requirement for 7 years. So how can I ensure these stay with my file without have to pay another 7 years of subscription when the company is actually closed down?
Hey Paulas,
You’re right to be thinking ahead about audits and IRD. Before you close your files, you can download the In Tray documents from AccountRight to your own storage, then set up folders by year or by supplier. This way, everything’s easy to find if Inland Revenue ever asks for backup over that 7‑year period. You can check out this link on how to save an attachment.
Cheers,
Doreen
that is not really a solution we have like 7,000 worth of documents and this should have been made clear from the start of when the intray feature became available!? Surely MYOB should be able to provide access to our cloud file if required for audit/ird purposes if required at anytime regardless of when we stopped our online subscription.
You cant do this in bulk - you have to do it one by one. Doreen's solution is not a solution at all and myob should have made this clear at the outset when introducing the in tray feature - that you lose all attachments when backing up the file. This is not acceptable and I think myob need to provide a better solution and at least hold our files in the cloud for seven years once a file has been closed and no longer is online - in case we need access for an ird audit or something similar. I know other companies do this.
