607-Load receipts from file.

ebroker, allows you to carry out a massive load of receipts through a text file in CSV format. You can download the template with the file format from the button enabled in the module. File template download button: The file must not contain any row without content. The file must contain the number of columns defined in the template. The data reported in the file is integrated into ebroker following the following flow: If the receipt does not exist A new receipt is created and inserted from the data reported in the file If the receipt exists An update is made of the data of that receipt, based on the information obtained from the line of the file.

2022-01-21T15:39:47+01:0021 January 2022|Tags: |

606-Loading of policies from file.

ebroker, allows you to carry out a massive load of policies through a text file in CSV format. You can download the template with the file format from the button enabled in the module. Button to download the file template: The file must not contain any row without content. The file must contain the number of columns defined in the template. The process checks if the policyholder is registered as a client in the ebroker, and if it cannot be found, it creates it with the data provided in the policy file.

2022-01-14T15:02:29+01:0014 January 2022|

605-Change accounting year

ebroker, recommends that you change the active accounting year in your ebroker to "Year 2022". This does not affect any of the accounting entries that you can continue to make against each of the open exercises. In the "Exercises" module of the Control Panel, the active field for fiscal year 2022 will be marked

2022-01-11T18:04:19+01:007 January 2022|Tags: |
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