Forum Discussion

CropServ's avatar
CropServ
Experienced Cover User
3 years ago

IMPORTING JOBS

Hi At the end of every year we archive the current year's jobs list - by exporting, changing the Sub Job to an Archive header made and making them an Inactive Job. As we have over 2100 jobs it is us...
  • CloverQ's avatar
    CloverQ
    3 years ago

    Hi CropServ 

     

    Thank you for the details and files. 

     

    I tested importing your job file with AccountRight v2022.6 sample company file by creating a header account called 'ARCHIV2021-2022', all jobs imported successfully (with some warnings).

     

    I think the problem you are having resides with job 'ARCHIV2021-2022' in your company file, it needs to be a header job in order to move all the other jobs under it, and error -4131 indicates that it cannot be made into a header because this job has allocations in your transactions files. If that is the case, you can look into renaming it then create a new header account with the desired name then move the jobs under it. And I do suggest using 'Auto match' instead of 'Match all'.

     

    Please feel free to let us know how you go.

CloverQ's avatar
CloverQ
Former Staff

Hi CropServ 

 

Thank you for the details and files. 

 

I tested importing your job file with AccountRight v2022.6 sample company file by creating a header account called 'ARCHIV2021-2022', all jobs imported successfully (with some warnings).

 

I think the problem you are having resides with job 'ARCHIV2021-2022' in your company file, it needs to be a header job in order to move all the other jobs under it, and error -4131 indicates that it cannot be made into a header because this job has allocations in your transactions files. If that is the case, you can look into renaming it then create a new header account with the desired name then move the jobs under it. And I do suggest using 'Auto match' instead of 'Match all'.

 

Please feel free to let us know how you go.

CropServ's avatar
CropServ
Experienced Cover User
3 years ago

Thank you Clover. Didn't even look at the header button.

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