Performing a Mass Import in Tax Balance

You can use the mass import in Tax Balance to import accounts, grouping accounts, mappings, and adjustments for several companies and years simultaneously.

The mass import is performed by means of a CSV file. The import settings must be configured first on an interface, which is then used for the mass import.

The Mass Import workspace in Tax Balance is opened under Master Data | Mass Import.

The workspace is displayed as follows, for example:

To perform a mass import in Tax Balance:

After you have executed the import in Tax Balance, you can display the state and, in the case of a failed import, the details.

To do this, click the bell icon to open the job monitor. The status of the import task is then displayed below the task:

In the case of a failed execution, click the corresponding task to display the error details.