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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.
  1. Select
    File
     then
    Backup
     to open the Backup window.
  2. Select
    Clients
    .
  3. In the Available pane, select the clients whose data you want to archive then select
    Select
    . 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 select
    Remove
    .)
  4. If you're licensed for and have installed FileCabinet CS, you can select the FileCabinet CS option to save the backup in FileCabinet CS.
  5. Verify that the backup location is correct. If it's not, select
    Modify Backup Location
    , go to the correct drive and path, and then select
    OK
     to return to the Backup window.
  6. If appropriate, mark the
    "Check out" select clients
     checkbox to indicate that you're taking the client's data home or to another location.
  7. When you're ready to begin the backup process, select
    Backup
    .
  8. After the backup is complete, select
    Done
    .

Tips

  • Select the words
    Client ID
    ,
    Name
    , or
    Entity
     in 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.
  • The
    Exclude clients unchanged since their backup
     checkbox 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 the
    Setup
    ,
    System Configuration
    , and then the FileCabinet CS tab.

This article applies to:

  • Product: Fixed Assets CS

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