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.
Fields on the Importing Profit Data screen
| 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. |
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