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System Configuration > FileCabinet CS tab
Use the FileCabinet CS tab of the System Configuration window to configure options related to the backup of client data into FileCabinet CS. The automatic backup of client data into FileCabinet CS is enabled by default. You can change this default or customize the settings using the fields on this tab.
To open this tab, select Setup, then System Configuration, then the FileCabinet CS tab.
note
- Depending on your security configuration, you might be prompted to enter the master password before you can open the System Configuration window.
- This tab is available only if you are licensed for and have installed FileCabinet CS. If you are not licensed for FileCabinet CS, this tab doesn’t appear in the System Configuration window.
Fields & buttons
Create Fixed Assets CS folder in FileCabinet CS when a new client is added
Mark this to create an empty Fixed Assets CS folder in FileCabinet CS (if licensed) whenever you add a new client. The new folder is created in the FileCabinet CS data location that is associated with the Fixed Assets CS data location to which you add Fixed Assets CS clients. To set up Fixed Assets CS and FileCabinet CS data locations, select Setup, then System Configuration, then Data Locations.
note
When you add a new client through the File > New Client window, Fixed Assets CS creates a folder named 12/31/YY, where YY is the current year. If you later change the Fixed Assets CS client to a fiscal year-end client, you can delete the 12/31/YY folder using FileCabinet CS.
Automatic Backup group box
Automatically back up client data into the FileCabinet CS
Mark this to have Fixed Assets CS automatically back up your clients' data to FileCabinet CS whenever a client's data is closed (including closing to a new year) in Fixed Assets CS.
Retain a maximum [n] backups of current year data per client
Use this field to determine the maximum number of backups to retain for each client's current-year data.
note
You can retain up to 10 backups of current-year data per client.
Limit backups to a maximum of 1 per day (recommended)
Mark this to retain only the last backup of a client's data from each day. The data is backed up whenever when you close a client (including closing to a new year) in Fixed Assets CS.
Permit a user-entered comment to be assigned to each backup (automatic backups only)
Mark this if you want to enter a comment for each backup of a client's data.
If you mark, Fixed Assets CS opens the Backup Client window each time you close a client (including closing to a new year). The comment you enter in this window appears in the Comment column in FileCabinet CS.
Retain a maximum [n] backups of prior fiscal year data per client
Use this field to determine the maximum number of backups to retain for each client's prior fiscal year data.
note
You can retain up to 10 backups per client.