Make it easy to identify clients who haven't applied for an online service or who have fallen behind in MYOB software upgrades. In just a few easy steps you can tailor an AccountRight product or service solution for each client and email them your recommendations. Running the Company File Previewer Download the installer here and follow the prompts to download the Company File Previewer. UI Text Box |
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| To run Company File Previewer there are a few requirements. If you’ve installed AccountRight 2011 or later you already have what you need. If AccountRight isn’t installed, make sure your computer has Microsoft .NET Framework 4 and Microsoft SQL Server Compact 3.5. You can find the relevant installs here. |
Discover your client files To discover your client files:
- To see a list of all the company files you have in a folder, on your hard disk or on your network, click the Scan Location button.
- Select the folder or drive you want to look in (sub folders will also be scanned).
- The time it takes to complete a scan will depend on the size of the folder and the number of files scanned.
- When the scan is finished, you’ll see a summary of all the company files found and excluded.
Company files without serial numbers, MYOB sample files, older versions of AccountRight and AccountEdge will be excluded from the results. Select the clients you want to recommend to - Click on Show me to display of the list of company files found.
- Use the filter on the top right to display a specific financial year.
- The first column allows you to select what files you want to include in the export.
- When you are ready, click on Export to Dashboard.
- Save the CSV file to your Windows desktop, or another folder.
Review your clients’ status To analyse your clients using the dashboard, you will need to import the CSV file that you exported from Company File Previewer onto the dashboard. The dashboard will show you the products your clients are currently using. You can then migrate them across to Essentials or AccountRight Live. - Log in to partner.myob.com, go to Desktop Businesses and select Add to dashboard.
- Click on Upload file, select the CSV file from your Windows desktop or folder and then click on Add to Dashboard.
- It should take us 10 to 15 minutes to add the businesses to your dashboard. While we do that, you can click on Continue working to close the window.
- Once the businesses are added to your dashboard, you will receive an email notification from us.
Upgrade your clients For clients who have not purchased a subscription, you can simply click on the menu to select Upgrade business. This will take you to the Upgrade Desktop Business screen where you can select to upgrade to Essentials or AccountRight.
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