Importing from DYNACOM 6.4 or later
The instructions in this topic are for importing from DYNACOM version 4.0.3 or earlier into CaseWare Working Papers. If you are importing from DYNACOM version 4.0.3, see Importing from DYNACOM 4.0.3.
Requirements
The required DYNACOM files for version 6.4 or 7.0 include:
| Import version | File name | Containing... |
|---|---|---|
| Version 6.4 or 7.0: | filename.mdb | Client information file from DYNACOM |
| Version 8.0 or later: | filename.ddb | Client information file from DYNACOM |
The required DYNACOM files for version 8.0 or later include:
| Import version | File name | Containing... |
|---|---|---|
| Version 8.0 or later: | filename.ddb | Client information file from DYNACOM |
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
-
Open the client file in which you want to import.
-
On the Engagement tab, in the Data group, click Import | Accounting Software.
- In the Import From field, select DYNACOM.
-
In the Version field, select the version of DYNACOM you want to import from.
Note: Click here to see all accounting software supported versions.
- In the Import Path field, type or select the exact path where the DYNACOM .mdb or .ddb file resides or use Browse to locate the file manually.
-
Under Import Components, choose to import either:
- The Trial Balance (Opening Entries) or,
- The General Ledger Detail.
-
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- Complete the remaining fields of the dialog. >>Quick Reference
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
