Forum Discussion

paulas's avatar
paulas
Experienced User
2 months ago
Solved

In tray and backups

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 ...
  • jenniek's avatar
    jenniek
    1 month ago

    Hi Paulas​ 

    I have an update on taking backups which includes attachments. I have been working with a company here in Hamilton, NZ who have been designing a product which will take regular or one-off backups which includes all invoices, and attached docs (InTray) as well as Excel data of financial information. Just gone live in the last few days, but I've been testing it awhile now. Works in both NZ and Australia. Take a look at

    https://mydataxport.com/. This might give you what you need. 

    regards,

    Jennie - jennie@jkbusiness.co.nz

paulas's avatar
paulas
Experienced User
2 months ago

so I am looking at closing one of my online files - can I up to seven years later ask to get online access to this file if the ird request access please for audit purposes?

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 months ago

Hi Paulas,

 

I can see why you are concerned about cancelling one of your files. Having access to your file for seven years after cancellation isn’t possible. Even if it stays in read‑only after cancellation, it only remains on our servers for around 60–90 days. If you’re planning to cancel an online AccountRight file, it’s important to sort out both your backup and your In Tray documents before the subscription ends.

 

Before cancelling, take a full AccountRight backup (.myox) and keep it in your own storage so you can still open the file later in read‑only for IRD checks.


At the same time, contact our support team and request a bulk export of your In Tray / attached documents. While the file is still within MYOB’s data‑retention period after cancellation, they can usually provide a zip file of those attachments via a secure download link.

 

That way, you’ll have both the data file and the source documents available if they’re needed in the future.

 

Regards,
Genreve

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