Can Manager import data from other accounting software? What format are supported (my current one use xml)? I Download the desktop app and play around, but I don’t see any place to upload attachments, is Manager capable to hold “digital archive”?
Thanks for you response.
You can use batch update feature and Spreadsheets for import or export.
Hi, welcome to the forum. As a new user it’s recommended to start by reading the
Guides and to Search the forum by using the in the top right corner for similar topics as most questions are already discussed and answered. Another recommended option is to start by creating a test business.
Where can I find the batch update?
As suggested, read the Guides.
These posts may help
yes and no.
Data can be imported into a new Manager business. All programs use different data structures so this involves time / money and requires some computing skills. Doing so involves sequentially populating each of the database tables in Manager using Batch create. To maintain the links between tables you will need to do a subsequent “Batch update” to find the key assigned to each record you create, the key is then used to link to other tables. Assigning the key (a GUID) to records in oth…
Some hints for batch creating.
Most tab in Manager correspond to a different relational database tables
The required data format for each tabs batch create is most easily determined by manually entering some data in that tab then doing a “Batch update”.
Record links to other tables is done via a UUID. The UUID for most of theses links can be easily found by doing a batch update of the target database table / tab, the final field is the Key / UUID for that item. Exceptions include
The advantage is it enables you to:
Correct the deficiencies in your old accounting package (their must be a reason you are moving from the old accounting package).
Add the new functionality available in Manager to your old records
Test Manager with your real live data prior to training your staff or using it for several years to accumulate a significant amount of new data.
Show historical comparison data in all your reports.
Many users (but not all) find this capability useful …
Create a transaction then view it. A button to attach a document will then show at the bottom of the screen.
Read the Guide about attachments.
@jimmymcheung, almost everything you have asked in your many recent posts is covered in the Guides. They should always be your first resource.