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Former Member
Apr 07, 2011 at 12:35 AM

Could anyone give me tips on importing financial history using DTW?


Hi Forum,

I have not tried this yet, but will be trying soon - that is importing History (closed transactions) of old Financial transactions such as A/R and A/P invoices, Banking Transactions, Manual Transactions such s Payroll in their system etc.

Have you done this type of import using DTW? Please help me out here, any tips so I don't go off the wrong path for days and weeks?

Anything about period creaton, open or closed statuses while importing etc? Where do we start and how?

Thank you all very much.