Importing from Ace
The following instructions are for importing from Ace version 3.0 to 7.2 and from Ace Audit/Audit Plus version 1.0. To import from Ace Audit Plus version 2.0, see Importing from Ace Audit Plus 2.0. If you would like to import from a version of Ace not supported by Working Papers, you can import the Ace files in an ASCII text file format.
Requirements
| File | Containing... |
|---|---|
| HISTORY.DAT | Prior year figures |
| CLIENT.ID | Company profile information |
| CHART.DAT | Chart of accounts |
Note: In the CLIENT.ID file, ensure that the year end date is consistent if entered in more than one field. If it is not consistent, the incorrect year end date may be imported into Working Papers.
Prerequisites
- Wenn der Zugriffschutz aktiviert ist, ist die Dateiberechtigung "Import" erforderlich, um die Operation auszuführen.
Procedure
-
Öffnen Sie die Mandantendatei, in die Sie importieren möchten.
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Wählen Sie in der Registerkarte Engagement den Befehl Importieren | Arbeitspapiersoftware.
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In the Convert From field, select Ace and in the Version field, select the version of Ace you want to import.
Hinweis: Klicken Sie hier, um alle unterstützten CaseWare Versionen anzuzeigen.
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Geben Sie im Feld Konvertiere Verzeichnis den genauen Pfad an, wo sich die zu importierende Datei befindet, oder klicken Sie auf Durchsuchen, um die Datei manuell auszuwählen.
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Klicken Sie zum Importieren von Mandanteninformationen auf Mandanteninformationen importieren. Diese Informationen werden im Dialog Mandantenstammdaten angezeigt.
Hinweis: Wenn Ihre Pervasive Lizenz abgelaufen ist, erhalten Sie folgende Meldung: "Warnung: Firmeninformationen wurden nicht erfolgreich in die Mandantenstammdaten importiert." Erneuern Sie Ihre Pervasive Lizenz, um fortzufahren.
- If you are importing from version 7.0, 7.2, or Audit/Audit Plus 1.0 and you would like to overwrite the leadcode with the leadsub (leadcode+sub) during the import, select the Use leadsub for leadsheet in AC rec check box.
- Klicken Sie zum Starten des Imports auf OK.
Results
The information from the Ace files will be imported into the Working Papers client file.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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