Transfer data to your accountant

Acomba X can be used to send a company's data to an external accountant in complete security (via email or a file saved on the workstation). The accountant can then use the retrieved file to perform the required verifications and make corrections.

Send by email (Recommended)

Note: To send data by email, the electronic messaging used to send emails must first be defined. To do this, refer to the Email Settings section of the Acomba X help topics.

1. In the General Ledger tab, Utilities group, select Accountant and Transfer to Accountant. The Send to Accountant window is displayed.
2. In the Options group, check the Send via Email option.
3. In the Recipient field, enter your accountant's email address. In the Message field, enter the message to send. If necessary, add a password to protect the file.
4. Click the OK button. The File Name window is displayed. Click the OK button.
5. Your software creates a backup copy and sends it directly to your accountant. The operation may take a few minutes.

If you do not want to send your data by email, you can create a file on your workstation and send it using the channel of your choice (physical medium, VPN, cloud storage, etc.).

Saving a file on the workstation

1. In the General Ledger tab, Utilities group, select Accountant and Send to Accountant. The Send to Accountant window is displayed.
2. If necessary, enter a password to protect the file.
3. Click OK. The Saving the Backup Copy window is displayed in order to select the appropriate folder to save the file.
4. The file is saved on your workstation. Its name is AcomBak by default and its extension is BXZX. The operation may take a few minutes.