Aatrix releases forms updates around the 20th of the month before a quarter end. For example, March 20 for Q1 form changes. If you are at a computer with an internet connection, you'll receive an update notification after selecting a form.

You can find these forms in:

• Payroll, Tasks, State eFile and Reporting
• Payroll, Tasks, Federal eFile and Reporting
• Accounts Payable, Tasks, Government eFile and Reporting, Form 1099 (USA)
• Accounts Payable, Tasks, Government eFile and Reporting, Form T5018 (CAN) 

Update Aatrix at each workstation where you work with the forms. Don't update workstations that won't generate or eFile the forms.

For workstations with internet access:

1. Log on to the workstation with full administrative rights.
2. Go to one of the locations listed above in Payroll or Accounts Payable.
3. When you receive the Forms Update notification window, click Automatic Update.
4. Follow the instructions to download and install the update.

For a manual download of the Aatrix update:

Note: Aatrix releases manual updates a day after the automatic updates go live. You should only need to do a manual update if the automatic update fails.

1. Click https://www.aatrix.com/partners/sage300construction/updates/ to go to the download website.
2. Click Download Update and save the file to a network location accessible from the workstations you’ll update.
   Note: You can also save the file to a USB drive or other device.
3. Log on to the workstation with full administrative rights.
4. Transfer the downloaded sto.exe file to the workstation.
5. Right-click on the sto.exe and select Run as administrator.
6. Follow the instructions to install the update.