Chapter 2 : Upgrading from a previous version
8
M YOB Prem ier v9 M YOB Accounting v15, asia
In the Find File to Upgrade
w indow, the path and file nam e of the selected com pany file appear below the
Find File button.
The proposed path and file nam e of the com pany file as it w ill be after upgrading appear below the
Save As button.
5 If you w ant to change the location or file nam e of the upgraded com pany
file, click Save As
. In the Save As
w indow, navigate to your preferred
folder, type a new file nam e, and click Save
.
6 Click
N ext .
7 In the
Confirm w indow, click
N ext to start the upgrade.
8 In the
Complete w indow, either click
N ext to upgrade another com pany
file or click Finish
to close the upgrade assistant.
9 Continue w ith
‘Upgrade custom ised tem plates’ below .
Upgrade cust om ised t emplat es
Did you custom ise any reports, form s, letters or spreadsheets w hile using the previous version of M YOB accounting softw are? If so, you need to
upgrade those custom ised tem plates so that you can continue using them in M YOB Prem ier v9 or M YOB Accounting v15. You can either do this by
using the Tem plates Upgrade Assistant [option A] or by copying them m anually [option B].
To upgrade cust om ised t emplat es using t he Templat es Upgrade Assist ant [opt ion A]
1 Start the Tem plates Upgrade Assistant. To do this:
z
M YOB Premier
Go to the Start
m enu and choose Programs
,
2
M YOB Premier v9
, M YOB Tools
, and then M YOB Premier v9 Templates
Upgrade Assistant .
z
M YOB Accounting
Go to the Start
m enu and choose Programs,
2
M YOB Accounting v15 ,
M YOB Tools , and then
M YOB Accounting v15 Templates Upgrade Assistant
.
2 In the
Welcome w indow, click
Next . The
Copying Files w indow appears.
In this w indow, note that the path to your previous M YOB softw are is displayed in the
Source field. The path to your current M YOB softw are is
displayed in the Destination
field.
NOTE :
If the previous version cannot be found If your previous M YOB
softw are w as not installed in t he default location, a m essage m ay appear stating t hat the previous version could not be found. To m anually locat e it,
click t he Browse butt on and locat e t he program folder of your previous
M YOB softw are. Click t he .exe file for exam ple, myob.exe and t hen click
Open. The correct path should now be displayed in the Source field.
3 Click
Start . The Tem plates Upgrade Assistant w ill first m ove the tem plates
in M YOB Prem ier v9 or M YOB Accounting v15 into folders w ith the prefix ‘Old’ for exam ple
Old Forms ,
Old Custom ,
Old Letters , and then copy
the tem plates from your previous version into the appropriate folders for exam ple,
Forms ,
Custom ,
Letters in M YOB Prem ier v9 or M YOB
Accounting v15. When the tem plates have been copied, the
Finished w indow appears.
4 Click
Finish to close the Tem plates Upgrade Assistant.
NOTE :
Templates must be upgraded on all workstations Premier users,
not e t hat your custom reports, form s and let ters m ust be upgraded on every w orkst at ion t hat uses t hem , not just t he w orkst ation w here the
com pany file is located.
5 If you are upgrading from :
z
M YOB Prem ier v7 M YOB Accounting v13 or earlier, continue w ith ‘Activating existing com pany files’ on page 9
.
z
M YOB Prem ier v8 M YOB Accounting v14, your upgrade is com plete.
2
All Programs in Window s XP.
Activating exist ing company files
9
Getting Started
To m anually copy cust om ised t emplat es [opt ion B]
If you custom ised any reports, form s, letters or spreadsheet tem plates w ith the previous version, you need to copy these custom ised tem plates to the
corresponding folders in the M YOB Prem ier v9 or M YOB Accounting v15 installation folder.
1 In Window s Explorer, locate the installation folder of your previous version
of M YOB accounting softw are and open it for exam ple, the folder located at C:\ M yob14. The installation folder contains these folders:
2 Open a tem plates folder for exam ple,
Forms to copy custom form s.
3 Shift-click only the custom tem plate files you created.
CAUTION :
Avoid overwriting standard templates The standard
tem plates included w ith M YOB accounting soft ware m ay have improved feat ures. So m ake sure you select only the t emplates that you created,
ignoring the old st andard tem plat es, so t hat you do not accident ally overw rite upgraded st andard tem plat es in t he v9 or v15 installat ion folder.
4 Go to the
Edit m enu and choose
Copy .
5
Open the corresponding folder in the M YOB Prem ier v9 or M YOB Accounting v15 installation folder for exam ple, the folder located at
C:\ M yob15. If you are copying custom form s, this w ould be the Forms
folder.
6 Go to the
Edit m enu and choose
Paste .
7 Repeat
step 2 to
step 6 for each of the rem aining folders:
Custom ,
Letters
and
Spredsht
.
8 If you are upgrading from :
z
M YOB Prem ier v7 M YOB Accounting v13 or earlier, continue w ith ‘Activating existing com pany files’ below
.
z
M YOB Prem ier v8 M YOB Accounting v14, your upgrade is com plete.
Activating existing company files
NOT E:
Premier v7 Accounting v13 or earlier upgraders only. Follow
this sect ion only if you are upgrading from M YOB Premier v7 M YOB Account ing v13 or earlier. This sect ion does not apply if you are upgrading
from M YOB Prem ier v8 or M YOB Account ing v14.
A new activation and confirm ation m ethod replaces the previous registration m ethod used. The principal differences betw een the new
activation m ethod and the previous registration m ethod are:
z
a new 12-digit serial num ber replaces your present serial num ber
z
there is now a unique code for each com pany file
z
a confirm ation process is carried out once or tw ice a year for the life of the file to ensure that the com pany file and serial num ber continue to
m atch. You m ust initially activate, and subsequently confirm , all existing com pany
files, and any com pany files you create. You can activate and confirm com pany files m anually M YOB Prem ier or M YOB Accounting rem inds you
w hen confirm ation is due or you can set up autom atic confirm ation. Com pany files can be used for 30 days w ithout activation but, after that
tim e, becom e read-only until activated. You can still view transactions and
Folder File extensions
Type of file Custom
.rpt User-custom ised reports tem plates
Forms .frm
Standard and user-customised forms tem plates
Letters .dot
Standard and user-customised M icrosoft Word word-processing tem plates
Spredsht .xlt
Standard and user-customised M icrosoft Excel spreadsheet tem plates
Chapter 2 : Upgrading from a previous version
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