-- How Do I? --
Importing from WPG
Requirements
| File | Containing... |
|---|---|
| clientIDDBF | Chart of accounts |
| clientIDDBF | Budget figures |
| clientIDDBF | Profile information |
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 WPG and in the Version field, select the version of WPG from which 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.
- In the Client ID box, enter the client ID number of the WPG file.
- Click OK to begin importing.
Results
The information from the WPG files will be imported into the Working Papers client file.
