Your file can't be upgraded - is it due to FX journals

[CloudMindAcc]

Hi @Steven_M 

I have a new client that I am trying to assist with the upgrade.    We are getting the normal your file can't upgrade messages and have worked through all the possibilities of why the file wouldn't upgrade. 

I can't see the file has any of these issues above.   However I noticed they didn't have recent debtors in the file under the sales register and drilled in further and discovered they do all their sales via a journal. 

I am presuming now they will NOT be able to upgrade due to FX journals and therefore will need to start a brand new file in ARL?    @Steven_M  is this correct? 

[Steven_M]

Hi @CloudMindAcc 

In theory, company files with foreign currency journal entries can be migrated, it will convert all those transactions to the local currency during that migration. 

If you have confirmed that the company file doesn't contain the following then we would need to arrange for the company file to be sent in:

• All foreign currency accounts are set to have the account type bank, credit card, accounts payable or accounts receivable
• There are no open purchase items with received items (run the Open Item Receipts purchases report)
• All foreign currency sales or purchases are recorded using an item or service layout (run the Sales Register report and customise to add the Layout field)
• Purged out as much data as possible from the company file

Do let us know if you would need for that company file to come in for us to investigate that file for possible migration.

[CloudMindAcc]

Hi @Steven_M 

I think I have exhasted all efforts to troubleshoot this at my end.    Can I please send the file in for review.

It is a back up of the clients file at this point.   Once we know if it can upgrade or not they will send me a new back up and we will have to proceed to upgrade again and go LIVE.

Thanks for your help.

Renae

[Steven_M]

Hi @CloudMindAcc 

Are you able to just confirm that when looking at the Sales/Purchases Register reports to see if there are foreign currency transactions that are NOT using an item or service layout that you are running the report for an extended period of time i.e. 01/01/1900 - 31/12/9999?

[CloudMindAcc]

Hi @Steven_M 

Yes I have reviewed this run exports on these layouts and nothing was displayed therefore I am confident there is none of these layouts in the file.

Regards

Renae

[Steven_M · Accepted solution]

Hi @CloudMindAcc 

Thank you for confirming that information

I've arranged for that file to be sent in. I'm sure you have gone through the process before but do let us know if you require further assistance with that process.

[CloudMindAcc]

Awesome thanks so much Steven - great service as always