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Transfer Registers

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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.

hint

Predefined formulas and accounts should nevertheless be reviewed and adapted to your needs.

 

Fin Reports For. Enter the name of financial report for which a template will be transferred.
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 is on the Web Service.
Transfer from Server Transfers the selected financial report templates from the Web Service.
 

 

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.

 

 

 

RELATED TOPICS:

  Financial Reports

  Header in Financial Reports

  Toolbar in Financial Reports

  Import / Export data in Financial Reports

  Example of financial report import from web service

 


 

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