15.12. How to: Join Business Plan Periods to 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).

Elaborate the Business plan
Access the Business Plan/Civil Scheme menu
Download the file XML visible in the header of the table

Access the company registry by clicking on: Company Data / Registry

Add BP to the tax code (e.g. 0123456789 will become 0123456789BP)
Through the menu +Carica Bilanci, upload the file XML previously downloaded
Access the company registry again by clicking on: Company Data / Registry
Remove BP from the tax code (e.g. 0123456789BP will become 0123456789)

Now, through the balance sheet 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 centre