Archive Legal Entities

• The Archive Legal entities area is a list of Legal entities used in previous systems that have been Archived or Imported.

• During the Archive upload: documents process, leaving Create Legal Entity(s) ticked will automatically create Archive Legal Entities during the upload.

• There is also the option to Import old Legal Entities from previous systems.

View Archive Legal entities

• In iplicit, go to the Archive Legal entities menu by either selecting Legal entities from Archive in the Settings section from the pulse menu -

  

  Note

  This is an example screen shot of the pulse menu.

  Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

• or enter Archive Legal entities in the Quick Launch Side Menu.

  

• This will display Archive Legal entities.

  

  Information shown is self-explanatory.

  Tip

  To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.

• Select and open an Archived Legal Entity. Then select Edit so you can add or edit missing information.

  

• You can also add new Archived Legal Entities on this menu if you know the details before importing from Archived Account Groups.

  

  Fill in the information and then press Create.

Import Archive Legal Entities

1. Before running the iplicit process to upload your previous data, you have the responsibility to get your data in the correct format. At the moment, the Upload Archive Legal entities process takes the archive data using a spreadsheet format.

   The spreadsheet should have the following column headings (in row 1, in same order) -

   • account_type

   • account_type_description

   • code

   • description

   • is_active

   • legal_entity

   • legal_entity_description

   • order_index

   • parent_code

   • parent_code_description

     

     Save the spreadsheet so iplicit has access.

     Tip

     You can create a dummy spreadsheet with the correct column formats by running the Export Archive Legal Entities below - this will even work if there is no data. Delete any data in the new spreadsheet, if there is any. Just leave row 1, which has the column names, and then you have a blank spreadsheet ready for you to add your data.

2. Select Archive Legal entities menu from one of the options as shown in View Archive Legal entities above.

3. Select the Import button.

   

4. In the pop-up box, enter the name of the spreadsheet that was created in step 1.

   

5. Select Submit.

   

Export Archive Legal Entities

1. Select Archive Legal Entities from menu from one of the options as shown in View Archive Legal entities above.

2. Select the Export button.

   

3. Select Legal Entity(s).

   

4. Select Submit.

   

5. After the process has completed the following message appears.

   

6. Select the archive account.xlsx to download the excel spreadsheet.

7. Select OK to continue.