Back up Month-End files

Finvi recommends full system backups at the operating system level.

If your agency only uses standalone backup procedures and tools, you can add NO BACKUP in the first attribute of CODES MTH-END-FILES, and The Collector System bypasses the internal backup routine; otherwise, TCS performs a month-end backup of the following files:

If you need assistance editing CODES MTH-END-FILES, contact Finvi Support.

TRANS
TRANS-CANCEL
CHECK
CLIENT
HISTORY
HOLDOVER
COLLECTOR-UNIT
PROGRESS
SALESMAN
AR-AGED
SALES-TAX
CHECKHISTORY
TRUST-BALANCE

To be prepared to restore data from the system, it is important to implement a thorough retention plan for storing and managing your agency's backup files. Finvi recommends the following:

Create a Month-End backup for each month of the current year.
At the end of the year, create a single back-up of all the year's Month-Ends, and store it indefinitely. This allows you to restore data from any month from the previous year.
After you create a backup of the current year's Month-Ends, you can reuse the backups for the new year's Month-Ends. For example, you can reuse the backup with the January 2012 Month-End to store the January 2013 Month-End files.
We also recommend that you periodically test your back-up files using a separate logon. This ensures that your restoration procedures and files are working smoothly.