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Transfer to Other Company

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Transfer to Other Company

By selecting the Transfer to Other Company function from the Import/Export menu in toolbar of financial report, you can easily transfer financial reports templates to one or more databases. After clicking the function, a new window opens, where you can select the desired option and the target database.

Here is a description of the form's features:

Overwrite Existing in Other Company

If this option is checked and a financial report with the specified ID already exists in the target database, the record will be colored red to warn the user that the existing data in the destination database will be overwritten with the data from the new financial report.

When the option is not checked, the data will be added to the financial report in the target database and the existing report will not be overwritten. When a financial report ID already exists the target database, a new ID will be created.

Override balance sheet explanations in other companies

This explanation is related to Notes to the Statements. You can find them in Annual Report for AJPES and Corporate Tax for DURS, tab XML Export Settings. (AJPES abbreviation refers to the public records agency in Slovenia, which is why this setting only applies to SI localization). 

If checked, this notes (explanations) will be transferred to the selected databases.

Chart of Accts.

Select the chart of accounts to which the balance sheet belongs.

Transfer

By clicking the button, the transfer is made.

Sel.

Select one or more databases, to which the financial report will be copied.

Database

Name of the database.

Company

Name of the company.

Version

Information about the database version.

ID

Shows ID for financial report that will be created in the target database. Column will be filled after clicking the Transfer button.

 

 

 

RELATED TOPICS:

  Financial Reports

  Header in Financial Reports

  Toolbar in Financial Reports

  Import / Export data in Financial Reports

  Transfer Financial Report to other Companies
 

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