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rachelpd's avatar
rachelpd
Experienced User
10 months ago

Exporting Card Files for Import to new AccountRight File

Hi there,   We are moving our employees (200+) over to a new company file in AccountRight and I have a lot of Inactive (terminated) employees that I do not want to include in the export.   I was ...
Liz_A's avatar
Liz_A
Super User
10 months ago

Hi rachelpd​ 

Maybe try to edit the text file in Excel by "Sorting" by the inactive employees (I think the header is Card Status = Y) and then delete the rows that are inactive before you try to import the card file. I find testing this process on an offline file is the best way to see if it works, before trying on a live file.

Cheers

Liz

  • SAM_Vet's avatar
    SAM_Vet
    Experienced Cover User
    5 months ago

    Thanks for the Card Status tip; oddly the Card Status = Y is for INACTIVE.

    But you cannot exclude these employees, which for a company like us that has been using MYOB for many, many years has more inactive by far than active. 

    Although it isn't difficult to sort by N and Y and then delete, it seems this should be more efficient from MYOB somehow?  Still, and again, thanks for letting me know the field I needed to focus on.

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