N E W   Y EA R  U P D A T E    2 0 0 8

TELFARM FOR WINDOWS

ACCOUNTANT AND CHECKWRITER

• BACKUP YOUR 2007 DATA BEFORE BEGINNING THIS UPDATE.
• You may update to the 2008 Version 1.6.0 as long as you are currently using any version 1.5.0 or higher.
• DO NOT CLICK THE "START NEW YEAR" BUTTON UNTIL INSTRUCTED to do so.
• You may install this update even if you have not completed your 2007 Accounting. 
• The previous year entity remains the same, but a 2008 year will be added.
• The New Year Update 1.6.0 is NOT available from our web site;  it is only available to clients who have enrolled for 2008.
• Once you update for 2008 to version 1.6.0, DO NOT UPDATE FROM OUR WEB SITE TO A LOWER VERSION – always go to the higher version.
• If your business (fiscal) year is NOT Jan – Dec, you may update with the CD, but DO NOT CLICK THE “START NEW YEAR”  until you are ready to begin the new year.

Installing the Update CD

1. Start at your Windows Desktop and be sure Telfarm for Windows is closed

2. Insert the Telfarm Master CD into your CD drive

3. Click the UPDATE button and then OK

4. Proceed through the screens by accepting the preloaded answers (NEXT, OK, ETC.)

5. When Update is successfully installed, you will be taken back to the Telfarm Master CD screen.

6. You may exit or go to the Help button to print additional instructions

Start a New Year

1. The update maintains your Account Name Pick List, your Extension Pick List, your Enterprise Pick list, the Default Units of measure and your Vendor list.  You may make changes to these lists manually later.
2. The previous year entity remains the same, but a new year (2008) is added
3. When you are ready, Open the Windows Accountant Icon on your desktop
4. The Startup Screen should now display Version 1.6.0
5. Click on your 2007 entity (Example:  My Farm and 2007, Dads and 2007) so it is highlighted
6. Click the START NEW YEAR button
7. The year should display 2008
8. Click DO IT
9. The Chart of Accounts will be updated
10. Click Close.
11. If you have additional businesses, you may select one and repeat this process.  Click “Start New Year”  for each one.

Checkwriter Update

Reminder:  THE UPDATE DOES NOT CLEAR THE CHECKWRITER  RECORDS. 

You could have many old invoices and postings from previous years still on the file after updating to a new year.  This takes up disk space and may cause the program to be slow or give annoying messages.  Once the checks have linked to Accountant in the previous year, they are part of the cash flow and are no longer needed in Checkwriter.  However, many people like to keep several months worth of checks for reference purposes. 

CAUTION: DO NOT RUN FILE MAINTENANCE IF YOUR PROGRAM SHOWS A VERSION NUMBER LOWER THAN 1.5.5 (2007)

BACKUP YOUR PROGRAM BEFORE RUNNING FILE MAINTENANCE!

How to clear Checkwriter files if your version is 1.5.5 or higher:

1. Open Telfarm for Windows Accountant
2. Select the entity (company) and the year then click OK.
3. Click the Checkwriter button
4. Click FILE > FILE MAINTENANCE
5. Select the dates for the records you want to clear
6. Select from the options shown
7. Click OK
8. If you cleared all Checkwriter records for 2008, the first available record number will now be number one.
9. You MUST have at least one Accounting record with a 2008 date before linking any 2008 Checkwriter or Payroll checks.

NEW YEAR UPDATE 2008.DOC 12/12/07