Article Details
Id:10623
Product:finPOWER Connect
Type:NEW
Version:1.06.05
Opened:16/10/2012
Closed:25/10/2012
Released:26/11/2012
Job: J010556

Account Menu, Import Accounts; Allow importing of a Quote Account that has simple financial details

Quote Accounts can now be imported with a limited amount of financial details.

The finAccountCalc element is not required.

See document " finPOWER Connect XML" for the Import file XML format. This document is available from the finPOWER Connect Downloads section of the Intersoft website.

NOTE: For the Import Accounts menu item to appear on the Accounts menu, the Import Folder must be defined under User Preferences, Accounts, Import page.