- To forward a Company Balance file, expand System Maintenance folder,
expand Company Balance folder and click Forward.
All available Company Balance files will be shown. If there are more than ten (10) available
selections, a search engine will appear.
Click here for details on using
the extended search engine.
Note: If you do not want to use the extended search engine,
close the extended search engine and use the Next and
Previous buttons instead to navigate through the available selections.
To bring out the extended search engine, click the Search button.
- Select a Company Balance to be the Source.
- Then select a Company Balance to be the Destination.
- After selecting the desired Company Balance to forward, it will show
the Company Balance Forwarding Information page.
- Type the date on the Balance Date text field.
The date format to be entered is Month Date Year.
Example: January 01, 2003. Note: Don't forget the comma(,) to avoid an error.
- Next is to select the Account Type to Forward.
Click the corresponding check box of
the selected account type/s to forward. The default account types are already selected.
If you wish not to include them, simply click to uncheck or deselect them.
If you decide to select all of the account types, click the Select All button
but if your're already contended or you want the default account types selected,
click the Default button.
- Choose Yes or No for
the Set Unselected Account Type to Zero.
- When done, click the Forward button to forward the company balance.
A confirmation will be shown, stating that the company balance will now be forwarded to
the source company balance. Click Ok to confirm
or Cancel to abort. When you choose to select to forward
the company balance, it's either the action was successful
or there was an error.
- Click the Back button to return to
the Company Balance selection screen and change the Destination
Company Balance.
- Click the Search button to change the Destination Company Balance.
This will bring out the extended search
engine to search for a particular Company Balance as the new Destination Company Balance.
- Click the Source button to return to the Company Balance selection screen
and change the Source Company Balance.
- Click the Search Source to bring out the
extended search engine and
search for a particular Company Balance to be the new Source Company Balance.
- Click the Cancel button to abort operation
and return to the welcome or title screen.
- Click the Help button to bring out the help guide for the current page.
Note: The Search and Search Source
buttons will only appear when there are more than ten (10) available selections.
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