HandiLedger uses a master chart file for the chart of accounts for each entity type. If the master chart file becomes corrupted or overwritten, we can provide you with a new master chart file.
If your support analyst provides you with a new Master chart file in your support case, follow the steps below.
Log in to the Customer Service Portal.
Go to the 'I'm A Customer section', and click the link Sign in to my Portal.
Once logged in, click on My Open Cases.
Select the link to the case.
On the right-hand side, under Attachments, the file will be called Master.xxx.
Click the file to download it to your desktop or your regular download folder.
If you are using HandiSoft Desktop, navigate to the HSoft\Data\Charts\FourDigit folder.
If you're using HandiSoft Online, navigate to the Z:\Data\Charts\FourDigit folder.
Rename the current file e.g., for a Trust entity, the file name is Master.trs to Master.trs.OLD.
Copy and paste the Master.xxx file downloaded from the case to the FourDigit folder listed above.
You can read more on safely replacing an incorrect Chart of Accounts for existing entities.