60.3 Backup and Restore
60.3.1 What is backed up ¶
The backup captures the application data as a ZIP file: profiles, program options, and the other configuration files. Not included are the processed invoice files themselves (they live in your folders) and internal working data such as the processing log.
60.3.2 Automatic and manual backups ¶
- Automatic: time-based and/or after profile changes, with a retention limit (configuration: see chapter 40.10)
- Manual: main menu → More → Back up application data... (see chapter 2.2.3) or options page Backup → Back up now
60.3.3 Restore ¶
Main menu → More → Restore application data... (or options page Backup → Restore...):
- Choose the backup ZIP
- Confirm the safety prompt
- The program closes after a successful restore; the restored data applies from the next start
If a processing service is running under the same user account, or the program is processing in another session of this user, the restore is canceled with a notice - the restored files would otherwise be overwritten. Stop the service first (Options → Windows service) or close the program in the other session.
60.3.4 Backup for support ¶
Main menu → More → Create backup for support assistance... creates a special ZIP for support from which sensitive data is removed: the passwords in the options and profiles are blanked, and license files, database connections and email drafts are left out. Profiles and options can still contain file paths, email addresses and filter texts, and the error and diagnostics logs are included. Before creating it, the program shows what will be cleaned (see chapter 2.2.5).
Tip: Place the backup directory on a drive covered by your regular data backup - then the program configuration is protected even against a machine failure.