Importing from Ufsoft version 8.11
This topic contains information about importing files from Ufsoft 8.11 into CaseWare Working Papers. If you are importing from Version 8.2 or 8.5, see Importing from Ufsoft version 8.2/8.5.
Requirements
Before importing into Working Papers, copy the files Ufdata.mdp and Ufsystem.mdp to a new folder on your workstation.
- Ufdata.mdp - This file is usually found in the folder C:\\Windows\system32\Ufsystem\.
- Ufsystem.mdp - This file is found in the Ufsoft installation folder. One file is created per client, so you can find it in your Ufsoft Client ID subfolder.
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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On the Engagement tab, in the Data group, click Import | Accounting Software.
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In the Import From field, select Ufsoft and in the Version field, select version 8.11.
Note: Click here to see all accounting software supported versions.
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In the Import Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
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Under Import Components, choose to import either:
- The Trial Balance (Opening Entries) or,
- The General Ledger Detail.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
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To import period balances, select the Period Balances check box.
- In the UfSoft Client ID field, enter the client ID.
- Click OK to begin importing.
Results
Accounting data is imported into the client file.
