Import Records

Through this procedure it is possible to perform the import procedure of accounting records file created by DocFinance.

The import procedure provides for the file individuation through 'Import' button (the last button used will be proposed automatically) and that this is confirmed in file selection mask. Then the system will create the related accounting records, by closing the maturyt values indicated from DocFinance and by detecting accounting movements on accounts mapped on system (accounting templates have to have the same code between the ERP and DocFinance).

Import result will be shown in the grid below (while at the top of the grid it will be possible to view the performed imports) and through mask buttons it will be possible: to open the accounting records, to delete import and to view the detail of errors occured during import procedure.

RIBBON BAR: it represents the Form menu, that is the area in which it is possible to perform actions about procedure. The list of features is the following:

Function	Meaning
Search	It searches already completed import actions.
Import	It imports data.
View	It views the accounting result of import.
Delete	It deletes the selected import.
View Errors	It opens a visualization mask of errors.