14.20 Merge business plan periods with historical data

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The need

After processing the business plan, some users want to view a single trend that includes both historical data and business plan processing.

The solution

It is possible to obtain what is requested through the path indicated below and reserved for expert users (improvements are expected in the next releases).

Process the Business plan
Enter the menu Business Plan/Civil Scheme
Download the XML files visible in the header of the table
Access the company registry by clicking on: Company Data / Personal Data
Add BP to your tax code (e.g. 0123456789 will become 0123456789BP)
Through the menu +Load Balance Sheets, upload XML file previously downloaded
Access the company registry again by clicking on: Company Data / Personal Data
Remove BP from your tax code (e.g. 0123456789BP will become 0123456789)

Now through the budget analysis menu it is possible to view what is required.

Important: to reduce the number of columns, you can use the Hide Accounting Period / Clear Accounting Period functions

For further assistance contact the Service Center