How do I update my client dataset to the latest master?

Before updating a client dataset, ensure the latest master format is installed. This process updates the dataset to use the most recent accounts formats.

1. Open Sage Accounts Production and the required client dataset.
2. Create a backup of the dataset. [Read more about creating backups].
3. From the Clients window, select the dataset year and click Edit.
4. After the Client Code box, click the ellipsis (…).
5. From the list of masters, double-click the latest by date, then click OK.

    

   
    TIP: Ensure you select the correct master for your region (UK or ROI) 
6. From the Clients window, click Update.
7. In the Update Dataset wizard, click Next.
8. Under Accounts Formats, choose the required options and follow the remaining wizard prompts.