Back up client data in Fixed Assets
You can back up (archive) data for either the open client or for multiple clients at once. When you back up data for a client, all of the client's depreciation data is backed up.
note
You can also use this procedure to check out a client's data.
- SelectFilethenBackupto open the Backup window.
- SelectClients.
- In the Available pane, select the clients whose data you want to archive then selectSelect. The clients you've chosen will be moved to the Selected pane. (To remove a client from the backup list, select the client in the right pane and then selectRemove.)
- If you're licensed for and have installed FileCabinet CS, you can select the FileCabinet CS option to save the backup in FileCabinet CS.
- Verify that the backup location is correct. If it's not, selectModify Backup Location, go to the correct drive and path, and then selectOKto return to the Backup window.
- If appropriate, mark the"Check out" select clientscheckbox to indicate that you're taking the client's data home or to another location.
- When you're ready to begin the backup process, selectBackup.
- After the backup is complete, selectDone.
Tips
- Select the wordsClient ID,Name, orEntityin the title bar of either list pane to sort the list by that characteristic.
- Use the Focus Client Listing Group box to limit the clients who show in the client listing.
- TheExclude clients unchanged since their backupcheckbox is automatically marked so that only those clients whose data has been accessed (and potentially updated) since it was last archived are listed. If desired, you can clear this checkbox.
- If you're licensed for FileCabinet CS, you can manually back up the data to FileCabinet CS or Fixed Assets CS can be configured to automatically back up client data to FileCabinet CS. You can change this default or customize the settings for this feature using theSetup,System Configuration, and then the FileCabinet CS tab.
