Import a SAF-T File to WorkBook

Use SAF-T Import/Export in the Finance submodule in the Settings module to import a Danish Company's data to WorkBook.

To use SAF-T Import/Export, you must have access to Settings as defined in User Access Rights under Settings.

To import a SAF-T file:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings page, click Finance > SAF-T Import/Export.
  3. Click Import SAF-T file.
  4. In the Import SAF-T dialog box, click Select SAF-T file.
  5. Navigate to the location of the SAF-T file that you want to import. Select the file and click Open.
  6. In the Import SAF-T file dialog box, verify the details of the Company and use the drop-down list to select an item in the Default Job Creation Permission and Default Job Number Method fields.
  7. Click OK.
    A Company is created in WorkBook based on the data that you imported.