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How do I swap a chart from ELTD to my own chart?

Article ID

ias-2952

Article Name

How do I swap a chart from ELTD to my own chart?

Created Date

23rd August 2006

Product

IRIS Accounts Production

Problem

How do I swap a chart from ELTD to my own chart?

Resolution

1. Take an extract (Client |Extract). 2. Edit | Swap Chart | Details: if there are account and group descriptions, fixed assets depreciation policies, fixed assets register and post files, etc you will need to delete each one. for example go to Edit | Account descriptions and delete all the account descriptions. Please Note: if there is business tax data then do the following: Login to ‘Business Tax – go to Setup | Business tax accounts | ok | select option A | Reset. 3. Edit | Swap Chart – a list of charts will appear, select your own chart 4. Replace Extract (Client |Replace)

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