Let's say your accountant or other colleague emails you a backup file of a company to open within CMI Fixed Assets... How would you go about opening that file?
First save the file to your desktop, or other easily accessible location. We most often recommend the desktop as that's easy to remember and easy to access.
Here you can see I've saved my Demo company backup file to my desktop.
*Make a note that backup files are a .bkp file.
Next you'll open your CMI Software. Click on Tools -> Company File/Backup Restore in the top left of the main CMI screen. It will require you to select a company at this point. Any company will do. The company you select has nothing to do with the retrieval, it simply allows you to access the next screen.
*Another note: You must have at least one company saved within your current data path to be able to perform this action.
This brings you to the Company Backup Files Box. Here you'll select Browse in the upper right of the box.
There you will scroll through your computer to find your Desktop. Usually at the very top of the list, or the location to where you backup file is saved.
Once you've located that spot click on it so that it's highlighted in blue, then Click Ok.
Now you should see the company file in the Company Backup Files box that you are trying to retrieve. Click on it so that it's highlighted in blue, then click on the Retrieve button to the right.
Here it will ask you for a new company number. Be sure to give it something distinctive so you can tell it from the other files are located in your data.
*Note: Once you click ok, you will still need to select this retrieved company from the Select Company Screen. But once you do you will have access to that company and can print reports, enter depreciation, etc. just like normal.
If you have any questions concerning this Tip or anything else related to CMI Fixed Assets, please contact us at 1-800-678-3658.
FYI: You can now follow us on Twitter, Facebook and LinkedIn!