Importing from WISPR (DOS)
Requirements
| File | Containing... |
|---|---|
| TRANSFER.xxx | Trial balance |
Where...
- xxx represents the transfer file name extension of the WISPR export file.
Note: If you are importing from version 4.0A or 4.1 of WISPR, use Export accounts to SNAP in WISPR before proceeding with the CaseWare Working Papers import.
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.
-
From the Engagement tab, select Import | Working Paper Software.
-
In the Convert From field, select WISPR and in the Version field, select the version of WISPR you want to convert.
Note: Click here to see all Working Paper Software supported versions.
-
In the Convert Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
-
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- To include the Leadcode, select the Include Leadcode check box.
- Click OK to begin importing.
Results
The information from the WISPR files will be imported into the Working Papers client file.
