Transfer Registers

The feature can be accessed on the Financial Reports form by clicking the toolbar button
(Import/Export data) and selecting the Transfer Registers option.
This opens the form Transfer Registers - Financial Reports, which allows you to use the Web Service to transfer some predefined financial reports.
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hint
Pre-defined formulas and accounts should nevertheless be reviewed and adapted to your needs.
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Fin Reports For. |
Enter the name of financial report that can be observed in the document. |
Import type |
Only the the Add option is available in this type of transfer to avoid data overriding. |
For Country |
You can select financial reports from any localization that are on the Web Service. |
Transfer from Server |
Transfers the selected financial report templates from the Web Service.
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warning
Financial reports in the PANTHEON database are never overwritten when financial report templates are being transferred from the Web Service. In such cases, new records are added by default.
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