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Transfer to Other Company

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Transfer registers to other companies allows easy transfer of financial reports templates to one or more databases.

Ready financial report (Settings / Financials / Financial Report) using the button  transferred to other companies with functionality Transfer to Other Company.

 

 

After clicking it opens a new window, where selecting the desired option and the target database.

Overwrite Existing in Other Company

When we checked the option and the financial report with some code already exist in the target database, the record will be marked in red to warn the user that the existing data in the destination database is overwritten with the new financial report.

When the option is not checked, the financial report in the target database only add and not copies exiting one. When in the target database already exist financial report code, new ID will be created.

Override balance sheet explanations in other companies

This explanations are connected to Notes to the Statements. We can find them at Annual Report for AJPES and Corporate Tax for DURS, tab XML Export Settings. (AJPES in agency in Slovenia and this is for SI localization).

Marking this option, this notes (explanations) will be transferred to marked databases.

Chart of Accts. Select chart of account to which balance belong.

Sel.

Select one or more databases, which we want to copy financial report.

Transfer

By clicking the button, transfer is made.

ID

Shows ID for financial report that appear in target database. Column will be filled after trigger Transfer button.

 

See example in user manual - Transfer Financial Report to other Companies.

 

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