Import source dialog
The Import source dialog enables you to select the source financial statement and set retention options when importing notes.
The following options are available:
| Option | Description |
|---|---|
| This file | Select to import from a set of financial statements within the current client file. This option is available when multiple financial statements have been created using Financials' multi-financials feature. |
| Other source file | Select to import from a set of financial statements from a separate client file based on the same Financials template. |
| Retain input data on import | Retains any manually entered data in the selected notes from the source financial statements. |
| Retain XBRL tagging on import | Retains all XBRL tags in the selected notes set in the source financial statements. |