Your Plus software includes a program, the Upgrade Assistant, that automatically upgrades your company file for use with Plus. Follow these steps to use the Upgrade Assistant to upgrade your company file.
The Upgrade Assistant appears as an icon named MYOB Plus Upgrade Assistant within the MYOB Plus folder in the Programs folder on your Start menu.
After you locate this icon, double-click it to start the Upgrade Assistant. The process follows this sequence:
Introduction
Find File to Upgrade
Upgrade Assistant Confirm
Upgrading
Last Upgrade Assistant window
Load Payroll Tax Tables
Optimize and verify your company file
Template Upgrade Assistant
The first window of the Upgrade Assistant appears; this window introduces the Upgrade Assistant. After you've read the text in this window, click Next to continue.
In this step, you'll perform two tasks.
In the field at the top of the Find File to Upgrade box, enter the location and name of the company file you want to upgrade.
To choose your company file, click the Find File button; the Select Company File to Upgrade window will appear. This window is a standard "find file" dialog box; browse through the window to find the current name and location of the company file you want to upgrade. (You can't find your company file)
After you select your company file, it will be displayed below the Find File button.
The field at the bottom of the Find File to Upgrade box should automatically display the name and location of the company file after it's been upgraded.
Warning: The name and location you choose for the upgraded company file isare VERY important
If you want to change the name and location that are displayed, click the Save As button; a window will appear where you can enter a new name for your company file and choose where you want the company file to be located when the upgrade process is complete.
You should choose a name for the company file that is different from its current name. Doing this will make it easier for you to find the correct company file when you want to open it later using Plus.
After you've made your Find File to Upgrade entries, click Next to continue.
Use this step to double-check the entries you made in the previous step. If the entries aren't correct, click the Back button to return to the Find File to Upgrade window and change your entries.
Once you're certain your entries are correct, click Next to begin upgrading your company file.
The amount of time needed to upgrade a company file for use with Plus depends on the size of the file and the capabilities of the workstation you're using. If you have a very large company file and a slower computer with little memory, be prepared for the upgrade process to take some time.
When your company file is upgraded, the last window in the Upgrade Assistant will appear. At this point, you can do either of two things:
When you're finished using the Upgrade Assistant, you may need to register your Plus product. If you use Plus's payroll features, you'll also need to load the most recent payroll tax tables. The next steps describe these tasks.
These steps are necessary only if you use Plus's payroll features:
You should now use the Optimization Assistant and the Verify Company File utility to ensure that your company file is in "healthy" working condition before you begin making your day-to-day accounting entries using Plus.
Note: Optimizing and verifying may take awhile
When you installed Plus, the Optimization Assistant also was installed. Locate the Optimization Assistant icon. The Optimization Assistant appears as an icon within the MYOB Plus folder in the Programs folder on your Start menu. After you locate this icon, select it to start the Optimization Assistant.
If you've created custom forms, custom reports, letters and spreadsheets in a previous version of MYOB software, you may be able to upgrade those files to your Plus 2004 (v13) folders using the new Templates Upgrade Assistant.
Note: Important information about multiuser upgrades
The Templates Upgrade Assistant appears as an icon within the MYOB Plus folder in the Programs folder on your Start menu. Select the icon to start the assistant.
Follow the instructions that appear. If you need additional information, click the Help button that appears on each window. (To use the Templates Upgrade Assistant)
Note: If you were unable to copy your forms using the Templates Upgrade Assistant