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If people in your office need to access AccountRight from multiple computers, and you’re not ready to store files online, you can host company files on your network server. This section will help you set up your network.
If you don't host your company files on a network server, or just need general installation information, see Install AccountRight.
There are two parts to setting up an AccountRight network:
- set up the server (the computer that stores your company files), and
- set up the clients (the computers that access the company files).
The server and clients are set up a little differently. Check the system requirements then follow these guidelines for our recommended setup.
If you have a terminal server, or roaming profile network setup, you can choose to administer AccountRight using the MSI installer. For details see the AccountRight MSI installation instructions.
Set up your server
The server is where you’ll store the company files you want to share with others on your network. This can be a dedicated computer that just sits in the corner of your office, or a PC that’s used throughout the day.
Note that you can't store or share your company file from a NAS drive.
A couple of things to consider when nominating a computer as your server:
- Your server should have hardware capable of handling lots of simultaneous updates by users on your network. If you’re already running hard disk-intensive processes on the PC, you’re better off choosing a different computer as your server.
- The computer you set as the server needs to be on (not in sleep mode or hibernated) whenever someone in your office wants to access the files on it.
1. Install AccountRight Server Edition on the server
AccountRight Server Edition installs networking components that enable other AccountRight computers to connect to it.
Other than the background networking services, there’s very little difference between AccountRight Server Edition and the regular AccountRight installation that’s designed for client PCs. This means someone can use AccountRight on the server computer for their day-to-day use, if they want.
Click Download to install the latest version of Server Edition (AccountRight subscription is required). Once you've saved the installer to your computer, double-click it to install the new AccountRight version.
Need the AccountRight MSI installer? See the AccountRight MSI installation instructions.
2. Add company files to the AccountRight library
Any company files you want to share with others on your network need to be stored in the AccountRight 'library'. The library is simply a predefined location on the server for storing company files. Learn more about AccountRight libraries.
By default this folder location is found on the server at c:\Public\Documents\MYOB\My AccountRight Files. This location is also referred to as “My Library” in some AccountRight windows.
You can change this location after installing AccountRight – look for the Set Library Location option in the Windows Start menu > MYOB folder.
When creating an AccountRight file on the server, or upgrading a Classic AccountRight file (v19 or earlier), you’ll be prompted to save it in the “My Library” location. Select this option to ensure other computers on your network can access the files.
Set up your client PCs
A client is a computer that doesn’t share its company files with others on the network. It just accesses AccountRight files stored on a server, online or locally.
1. Install AccountRight PC Edition on each client
You need to install AccountRight on each client that will access the AccountRight server. There’s an installer designed for clients, and it’s known as the PC installer. It’s a simple installer that takes seconds to install, and is compatible with Windows 7 and later.
If more than one Windows user logs into a client computer with their own details, each user will need to install AccountRight separately. Also make sure the AccountRight version, such as 2020.3, on the server matches the version on the client PCs.
If you've downloaded and installed the Server Edition and PC edition at the same time, they will be the same version, but an easy way to check is to look at the version number displayed under the desktop shortcut.
|PC Edition||Server Edition|
Click Download to install the latest version (an AccountRight subscription is required). Once you've saved the installer to your computer, double-click it to install the new AccountRight version.
2. Open the file stored on the server
Once you’ve installed AccountRight on each client, you need to open the file stored on the network computer. You do this by adding a network library.
- Start AccountRight on a client PC and click Open in the Welcome window.
- Click Network Libraries, and then Add a network library.
- Enter the AccountRight server’s name or IP address, and give the library a nickname (this is handy if you have several servers). If you don’t know the server’s name, go to the Windows control panel on the server and select the System option.
Once the network library is setup, you can see and access all company files that are on the server. Learn more about AccountRight libraries.
3. Copy spreadsheets, letters and BAS setup to each client PC
While company files shared on a network need to be stored on the server, there are other types of files used by AccountRight that will be accessed locally. These are:
|Excel templates for reports||C:\Users\<user name>\Documents\MYOB\AccountRight\20xx.x\Reports\Spreadsheet|
|Word letters for mail merging||C:\Users\<user name>\Documents\MYOB\AccountRight\20xx.x\Letters|
|(Australia only) BAS setup file for GST reporting||C:\Users\<user name>\Documents\MYOB\AccountRight\BASLink\Setup|
If you customise any of these files, and want all users to have the same templates and BAS setup file, you’ll need to copy the customised files to each client and save them in the locations shown above for each Windows user.
If AccountRight is also used on the server, the customised files need to be saved to the server as well. Note that on the server, the default location for these templates is C:\Users\Public\, not C:\Users\<user name>\.
Important security information
AccountRight Server Edition will set up Windows Services, Windows Firewall rules and Windows shares that enable PCs on your local network to access company files stored on the server. However, remote access to company files is not supported, and for your security you should not edit the firewall rules that are set up for you by AccountRight. If you require remote access, you should store your company file online, or use a secure VPN service to access your network files.
Add-ons are also unable to connect to company files remotely. If you have issues with an add-on, please contact your add-on provider.
For information about the supported network and security configuration for AccountRight Server Edition and add-ons, see the AccountRight Server Edition technical notes.