Importing Data
Last update:CCH Fixed Asset Register
Import from VAP
This document outlines the process for importing fixed asset data from the CCH VAP Fixed Asset Register into a new Fixed Asset Register (FAR). It involves exporting VAP data to a CSV file and then importing it into Central, where existing assets may be deleted as needed. The instructions detail the steps to export data to CSV, format it correctly in Excel, and then map VAP Asset Classes to FAR Asset Classes during the import process. It emphasizes that only assets not marked as sold will be imported, ensuring accurate data transfer.
CCH Fixed Asset Register
Importing the data into CCH Personal Tax
This document outlines the process for importing data into Personal Tax based on the "Update automatically" setting. If checked, data is imported immediately upon accessing the Tax Return. If unchecked, users must manually initiate an update. A warning appears if both Accounts Production and Personal Tax are open simultaneously, allowing for easy data updates without exiting. Additional information is provided regarding potential discrepancies between accounting periods and the linking of multiple clients to a single Personal Tax return.
CCH Fixed Asset Register
Differences Between Importing into Tax from CCH Accounts Production and FAR
This document outlines the process of importing financial data into Tax software, specifically for Corporation Tax and Personal Tax. It details the integration with Accounts Production and the Fixed Asset Register, including options to enable or disable these links. Key points include data import settings, the ability to edit imported fields, and the implications of unlinking the Fixed Asset Register. Manual edits to the data are discussed, emphasizing that alterations may be lost upon subsequent updates from Accounts Production. The document serves as a guide for managing tax data integration efficiently.
CCH Fixed Asset Register
Import from MS Excel
This document outlines the process for importing asset and cost data from MS Excel into a fixed asset register system using CSV format. It details how to save an Excel spreadsheet as a CSV file and explains the required structure, including mandatory and optional fields for successful import. The document also describes the import interface, validation checks for error detection, and the steps to perform the import. It emphasizes the importance of ensuring all data is valid before completing the process.
CCH Fixed Asset Register
Importing from VAP/Excel - mid year
This document outlines the process for importing balances from VAP/Excel into the FAR system at mid-year. It emphasizes that importing should occur after rolling forward a year to prevent automatic year start date assignments. If mid-year importing is necessary, it details steps to reverse depreciation postings, import assets at the start date, adjust for asset movements, and recalculate depreciation to ensure accurate recordings.
CCH Fixed Asset Register
Import
The document outlines the process for importing Fixed Asset Register data via the Import screen in a specified software. Users can access this feature through the File menu and can import data for existing or new clients. If the client already exists, only their Fixed Asset data will be updated. Users can browse to select the import file, review clients listed, and choose which to import. Errors are reported during the process, and users finalize the import by clicking "Finish."