Access to old file

Experienced Cover User Melson2016
14 Posts
Experienced Cover User
Melson2016
Experienced Cover User

14Posts

2Kudos

0Solutions

Access to old file

Hi

 

I have a client who use to use Essentials and no longer subscribes and I need to look at trasactions off the profit and loss for a previous financial year.

 

Is there a read only option for me to access their old file?

 

Thanks for your help

 

Mel

1 REPLY
MYOB Moderator Steven_M
22,977 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

22977Posts

2609Kudos

3279Solutions

Re: Access to old file

Hi @Melson2016


Once an MYOB Essentials subscription is cancelled that MYOB Essentials Business does go into a grace period where the company file is only read-only mode. This is designed to ensure that clients can go through and download any records/reports that they might wish to have a copy of before the data is possibly destroyed.

You mentioned that the MYOB Essentials subscription has expired, I would be looking into when it was cancelled. If that is after the grace period (typically 90 days) that data may not be able to be retained and I would be reviewing the client's own records to see if that information was retained at the time of cancelling.


Kind Regards,
Steven
MYOB Client Support
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