This section describes how to upgrade your company file and other records after you have installed the new version of your AccountRight software.
For a full explanation of all the tasks involved in installing and upgrading AccountRight, see the Release Notes that came with your software version.
Upgrading is a two-part process that involves first installing the new software version, then upgrading your company file to use with the new software. When you upgrade your company file, the records and transactions within your file are copied into a format that will work with the new software version.
There may also be some additional upgrade tasks that you need to do, depending on what features you use in your current version.
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your existing user accounts will become inactive until you assign roles to them.
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customised forms
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If you have custom forms that you want to continue using, they need to be migrated into your company file. There’s an easy to use tool we’ve included in AccountRight to help you do this.
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customised reports
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Customised reports cannot be upgraded. If you have customised reports, you will need to recreate them. Note that there have been significant improvements to the reports customisation tools in AccountRight, making this task a lot easier.
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To comply with PCI Data Security Standards, only the last four digits of any credit card numbers recorded in your company file will be available to view after upgrading, and no card expiry dates will be retained. See PCI Security Standards Council.
No. Usually when an AccountRight update becomes available, you will be able to install it without upgrading as well. So it is likely you only need to go through these upgrade processes once.
A tool called Software Manager is included with AccountRight. This tool enables you to receive any updates you are eligible for directly in your software.
