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.