Activate the company file

Setting up your company file > Activate the company file

Activate the company file

Activation is a process that verifies you have a legal installation of your AccountEdge software. You can activate your company file online or over the phone via an automated service.

note : Do you need to complete this task?

You don’t need to activate a company file that you have created for testing purposes or any file you are no longer entering transactions into.

After creating a company file, you can use it for 30 days in trial mode, after which you must activate the file if you want to continue entering transactions into it.

If you don’t activate the file within 30 days, it will become read-only, which means you can open, view, print and export information, but you will not be able to enter new information into the file until you activate it.

After activating a file, you must confirm the company file once or twice a year, that is, extend its activation throughout its working life. For more information, see ‘Confirming activated company files’.

note : Automatic confirmation

If you want, you can set a preference to automatically confirm an activated company file over the Internet when required.

Activation limits

You can initially activate one company files. If you need to create more than one company file (for example, yours is a bookkeeping business looking after many clients), you can obtain licence extensions to activate as many additional company files as required. Contact Customer Service if you need a licence extension.

Activating after purchasing additional workstation licences

[AccountEdge Network Edition only] When you purchase your AccountEdge software, the licence allows three users to access each company file you create and activate (up to the number you have purchased. See Activation limits above). If you extend your licence to support additional users, you must activate your company file for these additional licences. Additional licenses can be purchased at any time. See also ‘Managing user accounts’.

Before you begin

Before you can activate a company file, you need to:

▪	know your AccountEdge product serial number. If you didn’t enter your serial number when creating the company file, you will need to enter it during the activation process. You can find your serial number on the software CD sleeve.

▪	register your software. Registration enables AccountEdge to contact you should there be any issues with your software. See the Getting Started guide for information on how to register your software.

To activate a company file

1	Open the company file to be activated and sign on.

The Company File Activation window appears.

2	Activate your company file:

1	Ensure you are connected to the Internet.

2	Click I want to activate my company file online and then click Continue. The Company File Activation – Online window appears.

3	If you have not previously entered your AccountEdge serial number, type it in the Serial Number field and press Tab. The code in the Company File Code field is generated automatically.

4	Click Continue to activate the file.

1	Click I want to activate my company file by phone and then click Continue. The Company File Activation – By Phone window appears.

2	If you have not previously entered your AccountEdge serial number, type it in the Serial Number field and press Tab. The code in the Company File Code field is generated automatically.

3	Call AccountEdge on the telephone number displayed under the Company File Code field and follow the instructions to receive your confirmation code.

4	Type the confirmation code in the Confirmation Code field and click Continue.

Note that you cannot use this code to activate another company file nor can you use this code to confirm an activated company file.

3	Follow the on-screen instructions until the Command Centre window appears.

4	If you want to activate another company file:

a	Go to the File menu and choose Open. The Open window appears.

b	Open the company file to be activated and sign on to the file.

c	Continue from step 2.

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