...
...
...
Overview
...
The Import Wizard allows you to import data directly into the New Company you are currently building.
...
Import Type: The type of data you plan on importing. Options currently include:
GL Accounts - Create GL Accounts for you New Company. Copy is available.
Customers - Create Customers for you New Company. Copy is available.
Vendors - Create Vendors for you New Company. Copy is available.
Items - Copy Items into your New Company. Import Template not yet available.
Vouchers - Create Vouchers for you New Company. Copy is not available.
Open Orders - Copy/Pull over Open Orders from one company into your New Company.
Open POs - Copy/Pull over Open Purchase Orders from one company into your New Company.
Open Projects - Copy/Pull over Open Projects from one company into your New Company.
Process Type: This list item is used to select the method in which you want to flag your records for processing. There are 3 options:
Marked Only - This method will only process the records you have flagged.
Unmarked Only - This method will only the process the records you do nothave flagged.
Single Record - This method will attempt to immediately process the records as you check the box next to them.
Copy Company: If you plan to copy the data from another company, this field is where you tell the system which company to copy from. Be sure to leave blank if you plan to not copy any information.
...
Using the Various Import Types
GL Accounts
When first generating your GL Accounts you are given two options. If you have already completed the GLR module setup, then the Defaults Tab is no longer visible.
...
If there is a discrepancy with the actual setup of the GLR Module and your imported data, you may see some fields highlighted red. For example, say your Expense Category was setup to be between 5000 - 9999, but you imported a record for GL account number 3000 and marked it as an Expense Account. This will result in the Account # displaying in red. If the Category or Sub-Category does not actually exist, then those will also highlight in red respectively.
...