Important: HandiSoft Online customers using the HandiLedger SQL version, please note the shadow copy will not be possible to use to restore an entity, as the entities will be held in a table on the SQL server. Due to the nature of the SQL environment, the restore functionality is only available in cases of major incidents i.e. where the entire database needs to be restored to a certain point in time. You will need to re-enter these clients afresh in the module.
To recover an entity that has been deleted from HandiLedger:
Open File Explorer.
Navigate to HSoft/Data/WHO/ClientRef folder.
Check that the Transaction20xx.dat files are bigger than 1KB and list all the years. Where the transaction files are 1 KB, if using the desktop version, Merge an entity from a backup.
Important: If you are using HandiSoft Online, do not continue with these steps, refer to How do I restore shadow copies within Access HandiSoft Online?.
Where the Transaction files are larger than 1KB and the Entity exists in HandiLedger, but the years are missing, try adding each year back into HandiLedger.
If the Entity is missing in HandiLedger, go to the Entity menu, Add New Entity, click Choose and select the entity reference.
Enter all the required information into the Entity Details window. Ensure the Reference, Entity Name and Business Name are correct.
Select the correct entity Type, then click Save.
If the years are showing in HandiLedger, select the year and go to Tools, Verify Accounts, Start, then Close when complete.
If all the years aren't listed in the HandiLedger, click Year, New, type in the Year and tab through, then click Save. Then repeat the step above.
7. Go to View, Transactions to ensure the data is restored.
Note: If no transactions are listed in the Transactions window, then the transaction file for that year may be corrupt. You will need to restore the client data from a backup (see the linked article in step three).