Solution Properties
Solution ID:
200427112245982
Last Modified Date:
Tue Mar 31 12:36:29 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Update a client dataset to the latest master
Description
Updating the dataset applies the latest master format to an existing client year. This helps keep accounts formats current and compliant.

TIP:

Before updating a client dataset, install the latest version of Sage Accounts Production to the gain the latest master format.

 
Cause
Resolution
  1. Open Sage Accounts Production and open the required client dataset.
  2. Create a backup of the client dataset.
  3. Select Clients, choose the dataset year, then select Edit.
  4. Select the ellipsis after Client Code.
    Where to select the correct ellipsis in the Edit Dataset window.
  5. Double-click the latest master by date, then select OK.
    Ensure you select the correct master for your region, either UK or ROI.
  6. From the Clients window, select Update.
  7. In the Update Dataset wizard, click Next.
  8. Under Account Formats, select the required checkboxes, then select Next.
  9. Under SCT Mappings, select the checkbox if relevant, then select Next.
  10. Under Transmit & Receive, select the checkbox if relevant, then select Next.
  11. Choose whether to create a backup before updating.
  12. Select Update, then select Finish.
Steps to duplicate
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