Replacement Files FAQ's
- Will I need to reshare my new replacement file again?
- How long do I have to get the data across to the new file and have edit access to both files at the same time?
- Dealing with outstanding enhanced invoices
- If I have outstanding cheques from past months/years, what should I do with them?
- If I have outstanding transactions from past months/years, what should I do with them?
- When starting a new file, can I bring over some of the codes I would still like to use?
- I want to clean up my codes list, but I also want to import my budget from my old file to my new file, what do I do?
- When starting a new file, can I bring over my Full Budgets and Quick Budgets into the new file?
- If I have multiple budgets, can I import them all into my new file?
- Can I bring over my cashbook actuals for my budget into the new file?
- Can I bring my budget cost lists into my new file?
- Can I use F6 or the recent transactions feature in the new replacement file?
- What needs to be setup in a new replacement file that cannot be imported from an old file?
- I haven’t paid my June 30th super in this financial year, how do I deal with it in the new file?
- I have old bank accounts that exist in my budget but not in my new file, what do I do?