Transferring Data from WinCCB to WinCWU

Transferring Transactions

1. Insert the floppy containing the Windows Computer Checkbook data into drive A.
2. Make sure you have the correct client activated.
3. Click on Other Programs -> Windows Computer Checkbook -> Copy Transactions from Floppy
4. The client's data should appear highlighted in the Floppy Client Box
5. Select the type of transactions you want to transfer:
   
   Payroll Transactions
   Ledger Transactions
   
   Note: The system defaults to transferring Both types of transactions
   
   
6. Select whether you want to:
   
   Add to Existing Transactions
   Replace Existing Transactions
   
   Note: The system defaults to Replacing the transactions, as this is the most common case.
   
   Replace: Will replace any existing transactions (Ones having the same Transaction Number) with what is on the floppy.
   
   Add: Will add the transactions to the system (If there are transactions already having the same Transaction Number the system will copy the ones from floppy changing the Transaction Number to the next available). This is a good way to double up the transactions for a period so be careful using this option.
   
   
7. Select the Period you want to transfer.
   
   Note: The system defaults to the current period. (ie: 05/01/02 - 05/31/02 if set to 12 periods or 01/01/02 - 12/31/02 if set to only 1 period)
   
   
8. Verify your selection and click OK to start the transfer.
9. The Status Box will read Process Complete when finished.
10. Either click Close to end or select another period.

Transferring Employees/Vendors

1. Insert the floppy containing the Windows Computer Checkbook data into drive A.
2. Make sure you have the correct client activated.
3. Click on Other Programs -> Windows Computer Checkbook -> Copy Employee/Vendor from a Floppy
4. The client's data should appear highlighted in the Floppy Client Box
5. Select whether to:
   
   Add to Existing Recipients
   Replace Exiting Recipients
   
   
6. If you want to be Notified before Updating the records enable the appropriate check box.
   
   New Recipients
   Existing Recipients
   
   Note: The system defaults to Not notifying you of any changes.