Hi,

I am interested using the import function to import excel files for batches, instead of typing individual invoices/entires etc.

However, the import button is greyed out under file-> import, please help me to enable it.

Thanks.

You need to get the user SYS to allow import for your "Group."

Import is not available on evaluation copies of the software either, but the security setting is a more likely problem.

Thanks for the reply.
but can you be more specific on how to enable the importing?

Thanks,

Michael

Go to the Help menu and choose About. At the top, to the right of the version, do you see the word 'Evaluation'? If so, then Andrew's comments hold and you cannot use importing with an evaluation version. Contact your Adagio consultant (or Softrak customer service to get a consultant if you don't have one) to evaluate Adagio with a full working copy.

If this is a registered version of Adagio and the function to import is grey from the File menu, then Ralph's comments hold. You need to access File / Group Setup and allow importing. If you do not have access to this function either, then you need to talk to the person in your company who is the Adagio administrator and have this enabled for you.

This may be a security issue. You need to ask the person that has the System Administrator password for Adagio to enable your user to be able to import. If you are the System Administrator for Adagio, we recommend that you contact your dealer for help with the security settings.

thanks to Ralph, Andrew, Patricia and Softrak Support for your assistance.

we are using a properly licensed Adagio program.
My boss has the system password so she enabled me to import/export as suggested by the posts.

Now I am able to export last month's month-end journal entry batch from GL, and update the values for current month, and import the new CSV file. This saves me a lot of time re-entering data.

next step for me is to do the same for Order Entry and AP.
Does anyone have some comment on what to watch out?

Thanks,

Rather than exporting, changing and importing the batch, why not just copy the batch, changing the fiscal period, and the edit the batch with the "visit amounts first" option turned on. That will be faster.

Michael:
I can see how you would benefit from export/import with GL batches (though Andrew's suggestion is more efficient in most cases). But what are you trying to accomplish in AP and OE?

I prefer to work on CSV file when possible.
I know you can copy the batch, and then edit it. And i have tried it too.
but because the changes are in different field, i.e. document number, date, amount, just to name a few. editing inside Adagio is no different than re-entering them again, because I need to tab into almost every field and make the change.
whereas in the csv, I can do a global replacement from Sep30/11 to Oct31/11 on hundreds of lines in no time.

so I just need a template, and once I have a template/sample csv file for OE and AP, things will be much easier.

Thank you!