Creating a 'Data for This Company' backup
Description

A 'Data for This Company' backup includes the data the current company you're accessing. 

Cause
Resolution

Access the backup options

  1. Log in to any of your payroll companies.
  2. From the Main Menu of the company, go to Utilities, then select Backup.
  3. Choose Data for This Company.

NOTE:

The option isn't available if you're using certain modules for features. For more information: 

 

Configure the backup settings

  1. Confirm the From Directory:
    • Displays the location of your system directory

CAUTION:

The directory path needs to display a drive letter otherwise your backup won't be successful. To resolve this issue: Set a mapped drive as a trusted site.

  1.  Review the To Directory location:
    • Browse to the folder where you want to save the backup
    • Confirm the destination folder exists
    • Ensure there's sufficient space in the destination drive
    • The folder can't be within the system directory
    • Avoid spaces in the folder name
  2. Review the Backup File Name:
    • The system automatically allocates a filename - we recommend keeping it
    • Avoid spaces in the backup filename

Start the backup process

  1. Click Continue.
  2. An on-screen message will confirm the backup location. Select Yes to proceed.
  3. A Command Prompt (CMD) will appear, indicating the backup process has started.
    • Don’t close the screen or interrupt the process
  4. An on-screen message will confirm once the backup is successful.
Steps to duplicate
Related Solutions