Answer
Yes, licenses can be transferred. The current license holder must send a written email request from their registered email to [email protected], specifying the new email address and contact person to assign the license to. The ability to transfer is at the original license holder's discretion.
What is the preferred method for a new owner to get started?
We recommend that new owners set up a fresh account for a clean start. This avoids complications that may arise from accessing the former owner's data history.
What should be done if there are concerns about data privacy?
If there are privacy concerns, the new owner should set up a new license. The previous owner can export a redacted version of the database by following the steps below for their app.
In the desktop app
- Backup the database under Tools >> Create Backup. Keep this backup file for the original owner's records.
- Create a new entity under Entities >> Add new company. This opens the Create New Company Assistant wizard - follow the prompts to set up the new company.
- Switch back to the original company under Entities >> Select company.
- Go to the Employees screen, click the Actions button, and choose Copy Employee/s to transfer relevant employee details to the new entity without pay history. Note that leave balances, bank accounts, and super fund details are also copied - delete these if they should not carry over.
- Delete the old company under Entities >> Delete company.
You will now have a fresh company profile for the new owner with employees but no pay history.
In the online (web/mobile) app
- Download a backup of your data via Tools >> Create Backup. Keep this backup file for the original owner's records.
- Create a new entity under Entities >> Add Company and complete the setup.
- Switch back to the original company by selecting it under Entities >> Select Company.
- Go to the Employees screen, click the Actions button, and choose Copy Employee/s to copy relevant employee profiles to the new entity. Note that leave balances, bank accounts, and super fund details are also copied - delete these if they should not carry over.
- Delete the old company under Entities >> Delete Company.
You will now have a fresh company profile for the new owner with employees but no pay history.
