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KrysG's avatar
KrysG
Contributing User
5 years ago
Solved

Keeping a workable file for previous financial years

The company I work for has its AccountRight in the cloud however our accountant requires us to keep workable files for previous financial years in case of audits (not so difficult with Account Right V19).  I currently have the issue of needing to roll over the 2019 FY so that we can view reporting for the 2020/21 FY but our accountant is resistent to me doing so unless we have a workable file available.  I have taken a back up of the file but require instructions on how I can restore this file offline in a workable format instead of read only.  How can I achieve this?

  • Helen-Z's avatar
    Helen-Z
    6 years ago

    Hello amandaaquilina 

     

    Thanks for your question - its definitely something the support team get asked a fair bit!

     

    When Simpler BAS took effect in 2017, all businesses with a GST turnover of less than $10 million were automatically moved to Simpler BAS by the ATO. Most likely the ATO has switched your client to Simpler BAS.

     

    There are two solutions for you with this issue, depending on which you prefer:

    1. change the question regarding Simpler BAS from N to Y

    2. call the ATO and ask them if they can switch your client back to not using the Simpler BAS option.

     

    Either option should work!

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  • Neil_M's avatar
    Neil_M
    Former Staff
    5 years ago
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    Hi KrysG 

     

    In terms of restoring a file from AccountRight 201X, I recommend following the steps on our help article, Restore your company file. This article steps through how to restore a backup both online and locally.

     

    When restoring locally do ensure that you select restoring the file to your My Library with a suitable name so you can identify it

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The company I work for has its AccountRight in the cloud however our accountant requires us to keep workable files for previous financial years in case of audits (not so difficult with Account Right V19).  I currently have the issue of needing to roll over the 2019 FY so that we can view reporting for the 2020/21 FY but our accountant is resistent to me doing so unless we have a workable file available.  I have taken a back up of the file but require instructions on how I can restore this file offline in a workable format instead of read only.  How can I achieve this?

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The company I work for has its AccountRight in the cloud however our accountant requires us to keep workable files for previous financial years in case of audits (not so difficult with Account Right V19).  I currently have the issue of needing to roll over the 2019 FY so that we can view reporting for the 2020/21 FY but our accountant is resistent to me doing so unless we have a workable file available.  I have taken a back up of the file but require instructions on how I can restore this file offline in a workable format instead of read only.  How can I achieve this?

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Keeping a workable file for previous financial years","moderationData":{"__ref":"ModerationData:moderation_data:662320"},"body":"

Hi KrysG 

\n

 

\n

In terms of restoring a file from AccountRight 201X, I recommend following the steps on our help article, Restore your company file. This article steps through how to restore a backup both online and locally.

\n

 

\n

When restoring locally do ensure that you select restoring the file to your My Library with a suitable name so you can identify it

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Hi  

\n

 

\n

In terms of restoring a file from AccountRight 201X, I recommend following the steps on our help article, Restore your company file. This article steps through how to restore a backup both online and locally.

\n

 

\n

When restoring locally do ensure that you select restoring the file to your My Library with a suitable name so you can identify it

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