You can use the Import templates settingsform and Export templates settingsform to import and export template settings.

Import template settings

  1. Click General ledger> Setup> Financial reports generator> Document templatesto open the Document templatesform.

  2. Press CTRL+N to create a new line, and enter the required details.

    Note Note

    For more information, see (EEUR) Set up templates for electronic reporting.

  3. Click Functions> Importto open the Import templates settingsform.

  4. In the File namefield, specify the path of the file to be imported.

  5. Select the Show detailscheck box to view the imported data before uploading.

    Note Note

    All templates and their parameters are displayed on the Financial reports generatortab. The Financial reports generatortab is available only if you select the Show detailscheck box.

  6. Click Select newto select new items to import.

  7. Select a parameter, and then click Compare> Compareto compare the value of the imported parameter with the one that already exists. The detected differences are displayed in the lower section of the form.

    Note Note

    The Comparebutton is available for templates and parameters that already exist.

  8. In the Import templates settingsform, click OKto import the template settings. The new templates and parameters are added and the existing templates and parameters are updated.

  9. Press CTRL+S or close the form.

Export template settings

  1. Click General ledger> Setup> Financial reports generator> Document templatesto open the Document templatesform.

  2. Press CTRL+N to create a new line, and enter the required details.

    Note Note

    For more information, see (EEUR) Set up templates for electronic reporting.

  3. Click Functions> Exportto open the Export templates settingsform.

  4. In the File namefield, specify the file path.

  5. Select the Exportcheck box for the template that contains the settings to be exported.

    Note Note

    You can click Select allto select all of the templates for export, or Clear allto clear all of the templates.

  6. Click the Settingstab. All available template parameters are displayed.

  7. In the Exportfield, for each parameter, specify whether to export all existing values or only those used in the template.

    Note Note

    By default, only the values of the parameters that are used in the settings of the exported template are exported.

  8. Click OKto export the template settings to the XML file that is specified in the File namefield on the Generaltab.

  9. Press CTRL+S or close the form.

See Also