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Created by AgExpert Support
Created on Mar 13, 2018

Disqus Agexpert Accounting Questions Archive

I would like to change the name of my current file. It has a prior year as part of the name. Any advice as I know if I rename it, the program may not be able to find it as my Working Copy, right?

  • ADMIN RESPONSE
    Feb 10, 2025

    Hi Barb!

    The best way to go about with a name change is to actually be in the file itself. Once you are in your file in AgExpert, go to File > Open. You will get a browse screen that opens, and you should see your file there. Right-click on your file, and select Rename. Rename the file any way you want to, and press Enter. Once the change is saved, double-click on the file to re-open it. This should prevent any issues with not being able to find your working copy of your file, and the system will now recognize it as the "last file opened" when opening AgExpert subsequently.

    I hope this helps!

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