This guide will assist you in copying / exporting a report from one company to another.
To copy / export from one company another one, go to Reports.
Select the desired report to preview / sort, Example: Payslip B7. Click on the Edit icon next to the payslip name.
Click on the payslip template that you would like to export out and click on Design.
Click on the three lines at the top left corner to expand the panel.
Click on Export to export the template
A .rpt file will be exported, save this for later.
Head back to the Services page and click on the company that you would like to import the payslip / report to.
Head back to Reports and search for B7 Payslip to reimport.
Select the Payslip – B7 and click on the edit icon.
Select the Default template and select Design
Click on the three line at the top left corner to expand the panel.
Then click on Import and select the .rpt file.
The new template has now been imported, click on the three lines at the top right corner to expand the panel.
Click on the Save As button and key in the new desired report / template name and click on Save.
Head back to the main page to preview the newly imported payslip format by selecting Preview.
Select the newly imported payslip format and click on Preview
END OF GUIDE