Import a SAF-T File to WorkBook

Use the SAF-T Import/Export submodule to import a company's data to WorkBook.

To use the SAF-T Import/Export submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To import a SAF-T file:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Finance > SAF-T Import/Export.
3. Click Import SAF-T file.
4. In the Import SAF-T dialog box, click Select SAF-T file.
5. Navigate to the location of the SAF-T file you want to import. Select the file and click Open.
6. In the Import SAF-T file dialog box, verify the details of the company and use the drop-down list to select an item in the Default job creation permission and Default job number method fields.
7. Click OK.
   A new company is created in WorkBook based on the data you have imported.