Forum Discussion

KarenW3's avatar
KarenW3
User
3 years ago
Solved

Unable to view invoices in purchases register from previous years file located in library

Hi, after taking a backup and rolling the company file at the end of our financial year I have found that I am unable to view scanned invoices in the purchases register (offline file in library).   ...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi KarenW3 

     

    In Tray documents are only available for online company files. So, in your case, you mentioned that the company file is stored in your library. As such, it would not locate online thus not access to AccountRight In Tray and documents. 


    If you are needing those In Tray documents the company file would need to be located online. Typically, you would want to use the backup and restore online function to move that company file back online to the cloud to access those documents. Note: That backup and restore online function would replace the existing online file so you want to take a backup of that online current file and store it safely before overwriting the existing file with that replacement to obtain the In Tray documents.

Steven_M's avatar
Steven_M
Former Staff

Hi KarenW3 

 

In Tray documents are only available for online company files. So, in your case, you mentioned that the company file is stored in your library. As such, it would not locate online thus not access to AccountRight In Tray and documents. 


If you are needing those In Tray documents the company file would need to be located online. Typically, you would want to use the backup and restore online function to move that company file back online to the cloud to access those documents. Note: That backup and restore online function would replace the existing online file so you want to take a backup of that online current file and store it safely before overwriting the existing file with that replacement to obtain the In Tray documents.

KarenW3's avatar
KarenW3
User
3 years ago

Hi Steve

 

I was about to go through the process of backing up my current file and restoring the previous file with the online function.

 

Am I able to have two files online, the previous years file and the current file that I am working on? So that I can open separately to view previous years' information etc.

 

Thanks for your help.

 

Karen

 

 

 

  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi KarenW3 

     

    Your serial number is only licenced to use one company file in the cloud and this is being used by I assume that current data file.


    In saying that, you are welcome to use the file locally if you like by restoring that company file using the File>>Restore option and selecting to Restore into a library on your computer i.e. My Library. Although, do note that you would not be able to access direct cloud access functions in that offline file (In Tray, online emailing, online invoice payments).