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Sending information to accountant Expand / Collapse
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Posted 14/06/2008 7:11:38 AM
Junior Member

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Group: Forum Members
Last Login: 14/06/2008 7:05:43 AM
Posts: 1, Visits: 1
Hi

How do I package up the information to send to my accountant?  You answered this in another question, and provided a link from which the accountant can download the disabled software, but that link doesn't appear to be working.  I can't find it anywhere on the website

Regards

M Hill

Post #3963
Posted 15/06/2008 11:25:41 PM
MySF Administrator

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Group: Administrators
Last Login: Yesterday @ 3:53:01 PM
Posts: 292, Visits: 389
Hi,

To get your information to your accountant you will need to email the MySF data file to him/her as an attachment or transport it to them on CD or a USB-stick. The MySF data file for your fund is usually found in the C:\\ directory. It will have a gold coloured MySF logo next to it.

Your accountant can either load the demo version of MySF Manager (if they have not already done so at some point in the past) or they can download the latest copy of Advisor Link. Advisor Link is a read-only copy of MySF Manager.

Once they have the demo or Advisor Link installed they will be able to open your data file and print off all reports, view transactions etc.

A new installer for Advisor Link will be made available tomorrow and we will post the download link to that as another answer to this post.

Regards,

MySF
Post #3964
Posted 16/06/2008 7:38:03 PM
MySF Administrator

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Group: Administrators
Last Login: Yesterday @ 5:53:34 PM
Posts: 90, Visits: 363
Hello,

As promised, please click the following link to obtain the latest version of Advisor Link (version 5.0.0).

Download Advisor Link

If you have any problems obtaining Advisor Link using the link above, please let us know via info@mysf.com.au.

Regards,

MySF
Post #3966
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