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Performing a Backup in System Release

This support note applies to:

  • AO Tax (AU)

  • AE System Release (NZ)

  • AE System Release (AU)

  • AE MAS (NZ)

  • AE MAS (AU)

  • AE Tax (NZ)

  • AE Assets (AU)

  • AE Assets (NZ)

  • AE Tax (AU)

Article ID: 33267

To assist with data backups, MYOB System Release includes a backup wizard.  The wizard allows you to backup data to any drive visible in Windows Explorer to which you have read / write access.  These drives include zip drives, USB disks and network drives.

System Release maintains a generation number for each ledger known to the system.  This number is incremented after each backup is complete.

You can only backup data files that are not currently in use. If any files are in use when you attempt to back them up, you are warned that you do not have unique access to the files. Other users cannot access the ledger during the backup operation.

To back up data in System Release

In MYOB System Release, perform the following steps:

  1. In the Ledgers listing window right click on the relevant Ledger and select Backup. The Ledger Backup Wizard window appears. 

  2. Click Next. The Select source ledgers screen appears.

    If you initiate the backup from the Ledgers folder, the Confirm Operation window appears, click Next then continue with step 3.

  3. Select the required option in the Ledgers chosen section, then click Next. The options available are:

    As selected includes only files for the selected ledger in the backup
    Related ledgers includes all ledgers with the same Client Code.
    All in folder includes all ledgers that exist in the folder from which the backup is initiated; an
    Custom defaults all ledgers in the current folder and allows you to select the individual items you wish to include. Highlight the required items to back up.

  4. Review the Backup location and Backup name and if correct click Next. The Completing the Ledger Backup Wizard screen appears.

    Click Browse to select an alternate location and amend the Backup name on this window as required.

  5. Click Finish. The backup process executes and creates a file in the specified location. The backup file has the name ss<unique number>.zip.