Data transfer

Several different types of data transfer can be done within the financial core.

Note: Comments and commentary items are specific to a configuration set and version to which they are added. If you add comments or commentary items, they are not copied during the data transfer process.

Data transfers are not part of the workflow.

  1. Click the Home icon.
  2. Select Application Configuration > Configuration Set-specific Settings > Data Transfer.
  3. Select the transfer criteria and click Initiate.