Forum Discussion

LucyAB's avatar
LucyAB
Experienced User
5 years ago

Inviting our Accountant

I am trying to set up our Accountant so that they can access our file on line.   I phoned MYOB yesterday and have confirmed with the MYOB support team that our company file is showing as being on li...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi LucyAB 


    From a support perspective, we can see if the serial number does have an online file. However, if you are using an offline file its a little ticker to tell at our end, especially if you have moved the file locally without getting it removed from the cloud. Although, the quick way to tell your perspective is that bar at the bottom of the screen (purple: local, green: online).

     

    Just on that similar vein, you did mention that you are looking at uploading that file to the cloud. Normally you would do this via the File>>Go Online (Upload this file) option. Note: you will need to use the AccountRight Live Owner's email address. In your case, as you already have that online company file the process may be slightly different for you. My recommendation would be go to Help>>About AccountRight and get the company file ID. Is that ID 1? If so, you would be looking at taking a backup of the offline file (File>>Backup) Once that backup has been saved, you would go to File>>Restore and select to Restore Online using AccountRight Live. This will take that offline file and restore it into the cloud so you can invite your accountant and/or other users.


    In terms of password recovery the process is a little different for offline and online files. Although, MYOB data file repair services outlines the prices and the service for that.

Steven_M's avatar
Steven_M
Former Staff

Hi LucyAB 

 

The New Advisor option in the Setup>>User Access window should be listed for online company files*. I haven't heard of it not appear for users, assuming you have access to the User Access window you should have that New Advisor option. If you are not seeing that option you would be making sure that you are logging into the company file as the Administrator user (or one with an Administrator user role)

 

You also mentioned the company file password, the default username and password for a company file is Administrator and no password i.e. select OK. If that doesn't allow access and the password is not able to be guessed/remembered a password reset would need to be completed on the company file.

 

*You can tell you are using an online company file by checking the bar at the bottom of the window - if its green in colour you are using an online file. Purple would mean you are using an offline file.

LucyAB's avatar
LucyAB
Experienced User
5 years ago

Thanks Steven.  The bar at the bottom is purple so it is offline.  Its frustrating to get mixed messages so thankyou for clarifying.

I will now go through the steps of uploading the file and see if that fixes the issue.

 

Just to clarify the password issue on a Company File how do I organise a password reset if needed?

thanks

Lucy

  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago

    Hi LucyAB 


    From a support perspective, we can see if the serial number does have an online file. However, if you are using an offline file its a little ticker to tell at our end, especially if you have moved the file locally without getting it removed from the cloud. Although, the quick way to tell your perspective is that bar at the bottom of the screen (purple: local, green: online).

     

    Just on that similar vein, you did mention that you are looking at uploading that file to the cloud. Normally you would do this via the File>>Go Online (Upload this file) option. Note: you will need to use the AccountRight Live Owner's email address. In your case, as you already have that online company file the process may be slightly different for you. My recommendation would be go to Help>>About AccountRight and get the company file ID. Is that ID 1? If so, you would be looking at taking a backup of the offline file (File>>Backup) Once that backup has been saved, you would go to File>>Restore and select to Restore Online using AccountRight Live. This will take that offline file and restore it into the cloud so you can invite your accountant and/or other users.


    In terms of password recovery the process is a little different for offline and online files. Although, MYOB data file repair services outlines the prices and the service for that.

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