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Backing up an Assets ledger

This support note applies to:

  • AE Assets (AU)
Article ID: 29229

Before rolling your MYOB Accountants Enterprise (AE) Assets ledger over to a new year, you may want to take a back up of your asset register.

First, you will need to know which program you use to access Assets:

If you are using...perform the backup in...
System Release (or MAS)System Release
AE AccountsClient Compliance

Follow the instructions below for your product to back up your client's Assets ledger:

To backup assets using System Release
  1. Open System Release and select the Assets ledger you wish to back up. The ledger is highlighted.
  2. From the File menu, select Backup. The Ledger Backup Wizard appears.

    Alternatively, you can right-click on the ledger and select Backup from the menu.
  3. Click Next. The Select Source Ledgers window appears.

  4. Select one of the following option in the Ledgers chosen field:

    If you choose...then...
    As selectedonly the files for the selected ledger will be included in the backup.
    Related ledgersall ledgers with the same Client Code will be included in the backup.
    All in folderall ledgers that exist in the folder from which the backup is initiated is included in the backup
    Customallows you to highlight the individual items you wish to include in the backup.

    Ensure the Assets ledger is selected, then click Next. The Select Backup Location and Name window appears.

  5. Specify the location and the name of the backup and click Next. The Backup Completion window appears.

  6. Click Finish. The ledger is backed up and a zip file is created in the selected backup location with the name ssXXXXXXzip.

If you ever want to restore the ledger, Restoring a ledger in System Services will walk you through the process.

To backup assets using Accounts

This process will backup both the Assets and Accounts ledger for your client.

  1. Open the client in AE and click Client Compliance. The Client Compliance window opens.

  2. From the Tools menu, select Client File Maintenance. The Client File Maintenance screen appears.

  3. Type ACT and press ENTER. The Accounts information appears.

  4. Type B and press ENTER. The backup details appear.

  5. Press ENTER. The Client File Maintenance screen appears with the new backup listed.

If you ever want to restore the ledger, Restoring a ledger from a backup in AE Accounts will step you through the process.

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