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Accountants |
  
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Accountants |
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The backing up and restore facility in e-PayDay® was refined by special request of the Accounting Industry.
The new refinements allow accountants to restore the backups received from clients into any company position in their e-PayDay® program regardless of the position of the client's company. For instance a client may back up their single (ie 1st position) company in e-PayDay® and then send it to their accountant who could restore it into their 3rd company position. This may be because the accountant does not want to mess with the data in their first position.
NB: When doing any backup in e-PayDay®, only a single file is written – "backup.zip"
Backing up for the Accountant
When the account specially requests a backup from the client, the client should follow the steps below
1. Click on the word 'Utilities' at the top of the e-PayDay® main screen
2. Select 'Backup Data for Accountant' from the pull down menu. The Backup wizard appears
3. Click 'Next' to continue
4. Highlight the company you wish to back up and click 'Next'
5. Select the location for the backup file to be initially saved to. You are given the opportunity to
directly e-mail the accountant at this stage. Click 'Next' to continue
6. If you have chosen to e-mail the accountant then your default e-mail client will be started and
a new message composed ready for you to send.
7. If not e-mailing in step 5, then click 'Next' to send the backup file to your chosen destination
8. Choose 'No' to backing up another company click 'Finish'
9. Retrieve the backup file from the location chosen and send off to accountant.
Restoring data recieved from Client
The next step in this process is where the accountant has received the data, either on a floppy disk in the mail, or via e-mail. The accountant should then proceed as per below
1. Click on the word 'Utilities' at the top of the e-PayDay® main screen
2. Select 'Restore Data from Client' from the pull down menu. The Restore Wizard appears.
3. Click 'Next' to continue.
4. Highlight the company you wish to restore the data into and click 'Next'
5. Select the location of where you have put the backup file.
6. Click 'Next' to start restoring the data
7. Click 'OK' to "..restoring old files". This message just makes sure you don't have any windows
open in the background (eg the employee list)
8. Choose 'No' to restoring another company and click 'Finish'
Backing up the amended data for the client
The accountant would only need to send the client's data back to them if they have made any necessary amendments. The accountant should follow the steps below
1. Click on the word 'Utilities' at the top of the e-PayDay® main screen
2. Select 'Backup Data for Client' from the pull down menu. The Backup Wizard appears.
3. Click 'Next' to continue
4. Highlight the company you wish to back up and click 'Next'
5. Select the location for the backup file to be initially saved to. You are given the opportunity to
directly e-mail the client at this stage. Click 'Next' to continue
6. If you have chosen to e-mail the client then your default e-mail program will be started and
a new message composed ready for you to send.
7. If not e-mailing in step 5, then click 'Next' to send the backup file to your chosen destination
8. Choose 'No' to backing up another company click 'Finish'
9. Retrieve the backup file from the location chosen and send off to client
Restoring amended Data from the Accountant
The last step in this overall process is the client restoring the data they originally sent off to the accountant. The client should proceed as follows
1. Click on the word 'Utilities' at the top of the e-PayDay® main screen
2. Select 'Restore Data from Accountant' from the pull down menu. The Restore Wizard appears.
3. Click 'Next' to continue.
4. Highlight the company you wish to restore the data into and click 'Next'
5. Select the location of where you have put the backup file.
6. Click 'Next' to start restoring the data
7. Click 'OK' to "..restoring old files". This message just makes sure you don't have any windows
open in the background (eg the employee list)
8. Choose 'No' to restoring another company and click 'Finish'
NB: When receiving a backup via e-mail, a person then save the attachment to a certain location, either on the hard drive or floppy disk, before proceeding to restore it.