Installation Frequently Asked Questions

Transferring SoEasy to a New PC

Please note that if you have any difficulty in transferring SoEasy to a new PC or you would prefer that a qualified technician performed the transfer for you, please book a service by selecting the 'Ask A Question' link above.

Note : Use a USB memory stick to copy the data too, it is much easier.

Single User Transfer

Copy the entire SOEASY directory, and paste it to the new PC.
Then create an icon at the desktop with the path of
'C:\SOEASY\PROGRAM\SBRTS.EXE'
On the new installation, open SoEasy to The Front Company Menu and
set up the printers.
Test that you have copied the data correctly by opening SoEasy to Platform � Debtors � Invoices and checking that the last invoice number is the same as the one on the original PC.
To install the trial PDF Driver see one of the other FAQs in this section
Reorganise the files by going to

The Front Company Menu
Maintenance
Reorganise Files

NOTE: Once the new installation is tested don't forget to delete the old SOEASY directory and defrag the computer to remove the old data completely.

Workstation Transfer

Simply follow the Work Station installation instructions found at the Installation menu above.

Sever Transfer

You must install SoEasy to the server by following the Server Installation instructions found in the Installation menu above.

Once completed:

Copy the DATA, USER and TEMPLATES directory from the old server
Delete the DATA, USER and TEMPLATES directory in the new installation
Paste the DATA, USER and TEMPLATES directories from the old server to the new server

Follow the Server Installation instructions for sharing the directory.

If you require assistance to resolve any transfer issues, you must book a service at the 'Frequently Asked Questions' menu above.

Update Agent Will Not Work

Download this update agent
Run it and when asked which directory to install to, set it to the directory you installed soeasy to

Example: