Click Request from client if you want to send an email to your client requesting that they upload their latest company data file.
In the Upgrade desktop file - Email your client to request their file page:
- Enter your client's details and their email address.
- The Send me a copy of this email checkbox is ticked by default. Untick the checkbox if you don't want to receive a copy of this email.
- Click Confirm and send. An email will be sent to your client.
As you're waiting for your client to upload the company data file, the entry on your Desktop files page has a status of Awaiting file.
The entry displays the following information: Account name, the product name of the AccountRight classic account, the serial number, and number of active licences for online entitlement that are available for use with this account.
When your client uploads the file, the status will change to In progress for the upgrade.
Once the upgrade to the online version is complete, the entry is moved to your Online files page.