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The command is activated from via Tools > Convert to new file.
In the dialog box that appears, the file type you are working on is selected.
A list of possible choices is also listed:
This command converts an existing file (which will not be modified) into another one with different characteristics:
- Change language
- Change the rounding
- Change the file type. For example:
- Pass from an accounting without VAT to one with VAT
- Pass from a Double-entry accounting to a Multi-currency accounting
This is similar to creating a new blank file and then transfer the data manually .
The existing file characteristics can be consulted by executing the Tools > File Info command
Creation and data transfer
The Tools → Convert to new file command:
- Creates a new file of the specified type with the predefined columns setup
- Transfers the data into the new file, proceeding with the necessary conversions
- Saves and indicates the name of the new file.
Switching from an accounting system with more options to one with fewer options
The following cases involve switching from an accounting type with more options to one with fewer options:
Switching from accounting with VAT to accounting without VAT
During the conversion:
- in File and accounting properties, the VAT/Sales tax section is removed;
- the VAT Codes table is removed;
- in the Transactions table, the data in the VAT-related columns is removed;
- in the Accounts table, the VAT accounts can be removed.
Switching from multi-currency accounting to accounting without foreign currencies
During the conversion:
- in File and accounting properties, the Foreign currency section is removed;
- the Exchange rates table is removed;
- in the Accounts table, the Currency and Opening Currency columns are removed;
- in the Accounts table, the accounts related to exchange rate differences can be removed;
- in the Transactions table, the columns related to exchange rates and foreign currencies are removed.
Important: Before switching from multi-currency accounting to accounting without foreign currencies, make sure that the balances of all foreign currency accounts are zero. Otherwise, opening balance differences will be reported in the converted file.
Conversion from a Double-entry accounting to a Multi-currency accounting file
- The currency symbol that is to become the basic currency must be specified in File and accounting properties
- Choose the Multi-currency accounting as destination
- The program creates a Multi-currency accounting, recovering the existing data:
- The Transactions table includes the columns for managing the Multi-currency accounting, as the base currency and a 1.0000 exchange rate
- The existing accounts in the Accounts table are being completed with the base currency symbol
- You must add the predefined accounts for exchange rate profit & loss.
- You must indicate the predefined accounts for exchange rate profit & loss in the File and accounting properties.
- The Exchange rate table will be empty; it is therefore necessary to add the currencies and exchange rates used in the transactions
- In the Accounts table, the accounts in foreign currency have to be added.
In order to change the currency of an accounting file, refer to the File Properties of the File and accounting properties.
Conversion from an accounting without VAT to one with VAT
- Choose the desired type of accounting with VAT as the destination
- The program creates an accounting with the VAT columns, recovering the existing data:
- Add the VAT accounts into the Chart of Accounts
- The File properties regarding the VAT need to be completed, and the default account on which the VAT must be recorded needs to be indicated
- Via Actions > Importa to accounting > VAT codes the applicable rates present in the VAT Codes table can be used.
Outline to create new file
For further details refer to:
