What's new on Bromcom

Config > Finance > Import/Export

A new page labelled Import/Export has been added to the Config menu to enable MAT Finance users to import and export Cost Centres and Ledger Links.

The Import/Export page displays three buttons:

• Export button
• This will simply export all the active in use Cost Centres or Ledger Links for the active Financial Year that the user is working in.
• This will export in CSV format and give the user a summary of how many rows have been exported.
• Users will have the ability to change the filename before saving the file. 

• Analysis button
• When clicking this button, the user selects a file and this will load in the File Analysis grid at the bottom of the screen.
• Note: Switching to a different Selected Data Area (Cost Centre or Ledger Link) will reset the grid. 

• Import button
• When clicking this button, the user selects a file and this will load in the File Analysis grid at the bottom of the screen. 
• Once Import has been clicked, all three buttons Analysis, Import, and Export become disabled.  
• When clicking Go, users will see a pop up asking if they are sure they want to continue importing data from the file, and that this process cannot be undone. 
• Once completed, a popup summary is displayed telling the user how many rows were processed, how many new items were created, updated, ignored, and had no changes. 
• Note:
• Switching to a different Selected Data Area (Cost Centre or Ledger Link) will reset the grid.
• If users want to exclude rows from the imported file, they will need to delete them from the source file before selecting them to Import.
• The order that users Import files might be important if entries in one file rely on data that will be imported from another.
• Ledger Links - users will need to select Y or N to hide all pre-existing links that are not in the import file.

Config > Setup > Roles And Permissions > Finance > Maintenance > Import/Export

The option will have to be enabled from the Finance module for the appropriate roles.