Downwards compatibility of documents

Now that all products use the same document type, it is perhaps less obvious when a document is not openable in Express after you have been making changes in Gold (because you no longer need to do a down-save which would warn you).

It's worth knowing what the factors are that will prevent a file from being opened in Express or Cashbook. As an exercise, you might want to do a custom report that checks these things for you.

Features not supported by Express (there must be no instances of these in the file):

  • Departments
  • Jobsheet entries
  • Purchase orders
  • Sales Orders
  • Quotes
  • Stock Journals
  • Inventoried Products
  • More than one P&L account
  • More than one AP account
  • More than one AR account

For cashbook, you must not have any:

  • Jobs
  • Debtors
  • Creditors
  • Debtor Invoices
  • Creditor Invoices
  • Balances of AR and AP accounts must be zero
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