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 locally e.g. to a folder on your C: drive as this does not protect your payroll data.
To access this utility go to File > Backup Data Files
a) To backup to an external directory:
- The company you are updating will automatically be highlighted
- Select the location to backup payroll files to e.g. memory stick, network drive, etc.
- Click 'Backup'
- Click 'Ok'
b) To backup to a CD/DVD:
- 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 it will be a zip file, e.g. "ABC Limited payroll backup 20.zip"
- Highlight the backup file
- From the file menu, click 'Write these files to a CD'.
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 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.
