denali webinar series october 1, 2014
DESCRIPTION
Denali Webinar Series October 1, 2014. How to interact today. Raise your virtual hand to ask an audio question at the end. Type your comments and questions here throughout. Today’s Presenter. PIC GOES HERE. Kevin Winston Cougar Mountain Software. [email protected]. AGENDA. - PowerPoint PPT PresentationTRANSCRIPT
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Denali Webinar Series
October 1, 2014
October 1, 2014 Cougar Mountain Software 1
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How to interact today
Personalized Service By Business and Accounting Experts 2
Type your comments
and questions here throughout
Raise your virtual hand to ask an audio question at the end
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Today’s Presenter
04/20/23 Personalized Service By Business and Accounting Experts 3
Kevin WinstonCougar Mountain Software
PIC GOES HERE
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AGENDA
• Introductions
• Today’s Topic: Import / Export CMS Opening the Software
Finding Your Way Around
• Q & A Wrap-up
04/20/23 Personalized Service By Business and Accounting Experts 4
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Denali : Where?
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Denali :The Tools to be used.
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Denali : Export / Import
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Denali : File Definition
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Denali :The Transfer Method
• Append Only: • Update Only: • Update & Append: • ONLY Happens When Importing Reports
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Denali : Choosing the File?
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Denali : Output File
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Denali :The Browse is Set
Your Title will be written / set for you automatically.
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Denali :The Browse
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Denali : Begin Export / Import
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Denali : Finding Your Report
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Denali : Finding Your Data
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Denali : Open it in Excel
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Denali : When Open In Excel
When you open the File you will use the “Excel Wizard” to get in on your Excel correctly.
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Denali : Excel (Step 1)
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Denali : Excel (Step 2)
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Denali : Excel (Step 3)
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Denali : Excel Opens as your Report
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Denali : Editing Your Report
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Denali : Importing Excel
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Denali : Finding the Import
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Denali : Finding the Import
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Denali : Open the Report In Excel
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Denali : Make Sure it is The Same File
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Denali : Make Sure First Row Is Checked
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Denali : Please Do a Back Up First !
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Denali : Importing To CMS
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Denali : Other Exports
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Denali : Text File or Excel
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Questions or Comments?
Customer Service Team (Support Care)
– 800-388-3038– [email protected]– Fax: 208-375-4460
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04/20/23 Personalized Service By Business and Accounting Experts 35
THANK YOU!
Look for the these:
• Follow-up communication
• Access to this recorded presentation