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.