Importing from ePaceENGAGEMENT 2.5x
The instructions in this topic are for importing from ePaceENGAGEMENT version 2.0.x. If you are importing from 3.0 or later, see Importing from ProSystem fx Engagement and ePaceMANAGEMENT 3.0 or later.
Requirements
- Bnd.dbf and Clnt.dbf files (these should be in the ePaceENGAGEMENT data folder)
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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From the Engagement tab, select Import | Working Paper Software.
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In the Convert From field, select ePaceENGAGEMENT and in the Version field, select version 2.5.x.
Note: Click here to see all Working Paper Software supported versions.
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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.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- To import adjusting, reclassifying, and tax entries, select the Include adj/reclass/tax entries check box.
- To import the general ledger detail, select the General Ledger Detail check box.
- Click OK to begin importing.
Results
The information from the ePaceENGAGEMENT files will be imported into the Working Papers client file.
