Article Details
Id: | 8772 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 1.03.02 |
Opened: | 25/11/2010 |
Closed: | 23/05/2011 |
Released: | 23/05/2011 |
Job: | J006685 |
Account Export/ Import facility added
Account Export/ Import facility has been added. This includes the ability to Import and Export Client and Security Statement information.
Accounts are exported via the Account form, a new Action "Export' is listed under the Utilities group. Import settings are defined under User Preferences, Accounts, with a new Import Accounts option under the Account menu.
Note, the Account Import/ Export facility is designed to import Quote Accounts only. It therefore only exports information relevant to importing it as a Quote.