Import a file of journal entries (FEC) to include previous information regarding your accounting in Sage Active.
Importing a FEC
When your business is already created and you want to initialise your accounting in Sage Active with a FEC:
- Access Import FEC.
Settings > Imports – Import FEC file
Open the Import preparation checklist to complete any necessary actions:
- Before initialising a new business, add ledger accounts ( ).
- Add the fiscal year that relates to your FEC ( ).
- Check that the third parties present in the FEC are created in the application.
When third parties are missing, create them ( ). - Check that the journals present in the FEC are also present in the application.
When journals are missing, create them ( ). - Close the window and proceed to the import step.
- Drop the FEC (in txt format) in the upload area.
- A new line is added automatically and file importation begins.
You can check the progress of your import in the Description column. - The status Imported confirms that the import was successful.
All elements such as: third parties, journal entries, accounts, and so on are added if they are present in the FEC.
To find out which elements are imported, and/or which elements are missing, use the menu located at the right end of the line.
Fixing errors / adding missing elements
Depending on the type of error detected, you can correct them and restart the FEC processing without uploading the file again.
When the status Partially imported appears:
- Activate the menu at the right end of the line.
- Show the missing elements.
- If the missing elements can be added directly in the application, add them.
- Once the items are added, go back to importing the FEC.
- Restart the FEC import ( ).
The status Imported confirms that the import was successful.
If not, repeat the changes until the status Imported is displayed.
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