Backing up your Payroll Data
It is very important to take a backup to an external drive in order to protect your payroll. Taking a backup to an external drive ensures that your payroll is saved elsewhere and can be used to reinstate your payroll if you have PC breakdown or crash.
We strongly recommend NOT taking a backup to the c:drive as this does NOT protect your payroll software.
To access this utility go to File > Backup Data Files
To back up to an external directory:
- The company you are updating will automatically be highlighted
- Select location to backup payroll files i.e. memory stick, network drive, etc.
- Click Backup
- Click OK
To back up to a CD:
- The company you are updating will automatically be highlighted
- Click on "Backup to CD or DVD"
- A message will appear to say the backup has been copied to your CD folder. If you have a re-writable CD drive, a small bubble will appear at the bottom right of your screen to say that, "you have files waiting to be written to your CD".
- Click on this bubble, you will see the backup file will be shown in the format of Company Name, payroll backup, year and will be a zip file, e.g. "ABC Limited payroll backup 16.zip"
- Highlight the backup file
- From the file menu, click 'Write these files to a CD'.
To back up to an Internet FTP File:
- The company you are updating will automatically be highlighted
- Select location to backup payroll files i.e. memory stick, network drive, floppy disk etc.
- Click Backup
- Click OK
- Click FTP on the backup screen
- Enter the Remote address (location of internet address, i.e. www.anywhere.com)
- Enter the Remote folder (folder set up within the address, specifically for backups, i.e. Backup)
- Enter the User name
- Enter the Password
- Tick the box if the Transfer you are making is Passive
- Enter the Port number being used to Transfer the file
- Click Upload
DROPBOX
Dropbox is an application which installs a Dropbox folder locally but synchronises with an online version of the same folder, allowing users to access the contents of the folder anywhere from any PC, Laptop, IPad, Smartphone, etc.
This feature will be advantageous to users, as they will be able to store company data files remotely in a secure online environment. It will also allow the owner of the folder to share access to sub-folders with other users.
To back up to Dropbox, simply click on the dedicated instruction on the backup screen and the location of your Dropbox directory will automatically be detected.
