Features FAQs Getting Started Site Map
Calendar View Grid View Expenses Extras Session Types Hourly Rates Synchronising Repeating Sessions Booking Confirmation
Overview Invoice Designer Invoice Notes Branch Surgeries Templates Invoice Numbering Invoice Emailing
Pension Overview AVCs Extra Years Contribution Rate Form Signing Calculation Method
Overview Downloading
Standard Grouping Tax (Self Assesment) Charting
Session Expenses General Expenses Mileage
Installing Upgrading Backups Exporting Moving computers Unable to Save Unable to Email Custom Formatting Shortcut Keys Security Printing What is PDF Column Details Useful Links

Upgrading

Downloading the latest version

Upgrading is a transparent process. Just download the installer and run the installation wizard. It will overwrite your version of PennyPerfect with the latest version, but leave your data untouched.

There is no restriction on downloading upgrades. The latest version can be downloaded at any time to replace your previous version. All of the web based help actually assumes you have the lastest version, and refers only to features available in the latest version.

PennyPerfect Installer page 3

Upgrading Templates

By default the installer does not upgrade your pension templates. This is to ensure any pension templates that you have changed using the invoice designer are not overwritten. You can force the wizard to install the latest templates by checking the check box 'Overwrite Templates' on page 3 of the wizard.

It is recommended any invoice templates you edit you save with an alternative name, so you can always upgrade to the latest templates.

Moving PennyPerfect to Another Computer

If you buy another computer and want to move your copy of PennyPerfect to it, please see this page.