About Importing Profit Data
EPEP imports Actual data from your accounting system, payroll, and Revenue (if you own that module). Importing this data directly from those systems is the first step in the EPEP process.
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| Field | Description |
A/P - Path | Denotes that you want to import data directly from your A/P system, and allows you to designate the path to the data. |
Revenue - Path | Denotes that you want to import data from Revenue, if you own that program, and allows you to designate the path to the data. |
Payroll - Path | Denotes that you want to import data directly from your payroll system, and allows you to designate the path to the data. |
Current Period | Indicates the period that you are currently in. |
End Date |
Determine the date through which you want to import data. |
Change Current Period |
Change the current period to any open period. |
Re-Open Last Closed Period |
Open the period before the current period, that was previously closed, so you can make any necessary adjustments. |
Importing Profit Data
To import data:
- Choose Select the EPEP tab on the main screen.
- Click the link for Import Profit Data.
- Select or de-select A/P - Path and, if selected, enter the appropriate path to the data you want to import, or click the Browse button and locate the file.
- Select or de-select Revenue - Path and, if selected, enter the appropriate path to the data you want to import, or click the Browse button and locate the file.
- Select or de-select Payroll - Path and, if selected, enter the appropriate path to the data you want to import, or click the Browse button and locate the file.
- Verify that the Current Period is correct.
- Enter the End Date.
- Click the Import button.
- Select a Period and Year for the Change Current Period, if appropriate, and click the Apply button.
- Note the Last Closed Period, and if appropriate, click the Re-Open Period button and repeat Steps 3-8.