This is a function of the legacy Client Portal. This is used to create a new business batch from manaully entered new business from the legacy Client Portal.
Post IMPACT Client Portal Import Navigation Menu
Post IMPACT Client Portal Import UI Navigation Window
Once the Post IMPACT Client Portal Import is selected, the following window is displayed
Post IMPACT Client Portal Import Window
|Comp -||The default Company Code for the new business batch.|
|Client -||The default Client Code for the new business batch.|
|Client Name -||This is the Client Name associated with the Client Code as per setup in the Client Code Table.|
|#Debtors -||The number of new debtor accounts in the new business batch.|
To create the new business batch, right click on an entry in the Client Portal New Debtors window and click Create Batch. You will then be able to find the new business batch in the New Debtor Batch List (New Debtor Entry).