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Import Data to the In Tray

You can import information from certain accounting software packages that use the Extensible MarkUp Language(XML) format file. To do this click the Import button in the In Tray. No information may be imported for fields that are read-only or automatically calculated. Read-only and automatic calculation fields have a shaded background.

CAUTION
The information you import will overwrite any information that currently exists in a corresponding field of the same document stored in the In Tray.

You may only import data to a document that is listed in the In Tray. The ECI Client software will search for a matching document and ignore any selection that exists. Documents are matched by their Document Identification Number (DIN), Australian Business Number (ABN) and Period dates.

To import data from a participating accounting software application, perform the following steps:

  1. Click on the Import button. The Import dialog box is displayed:

 
Import Dialog


2. Select the name and location of the exported file on your computer and click the Open button.

Note:
You cannot import a document if a copy does not exist in the In Tray.