Fiscal Finance — Cloud Edition

Using the Cloud Edition of Fiscal Finance (you log in through your browser)? This guide shows how to export your lease and hire-purchase data as XML files and send them to us, so we can import your existing schedules for you. Watch the video, or follow the written steps below.

Note

Not sure which version you have? See Exporting from Fiscal Finance. If Fiscal Finance is installed on your own computer, follow the Desktop version guide instead.

Part 1 — Export the data

1. On the Fiscal Finance Cloud Edition login screen, first click Your Documents and check that the folder which opens is C:\XTRADATA\[your username] (the path shows in the window’s title bar). This confirms your Documents folder is linked to XTRADATA, so your export will save where you expect. Close the window once you’ve checked.

   Caution

   If the folder that opens isn’t inside C:\XTRADATA, stop and contact us before exporting — otherwise your files may not end up where the export sends them.

2. Log in and open AAS17 Lease and HP Accounting.

3. Go to File → File Manager.

4. Click Tag All so every file is ticked, then click Export.

5. In the Browse For Folder window, go to Local Disk (C:) → XTRADATA and click OK. Wait for the progress window to finish.

   Where your files are saved

   The export saves your files into a folder named after your username, inside XTRADATA — so the full location is C:\XTRADATA\[your username]. That’s the folder you’ll open in Part 2.

Part 2 — Copy the files to your own computer

1. Click Exit Application, then on the login screen click Your Documents. A folder opens at C:\XTRADATA\[your username] showing the exported files (Assets, Client, Payments, and others).

2. Right-click Assets and choose Open with → Notepad.

3. Press Ctrl + A to select everything, then Ctrl + C to copy.

4. On your own computer (not the cloud session), open Notepad and press Ctrl + V to paste.

5. Click File → Save as, choose your Downloads folder, change Save as type to All files, name the file Assets.xml, and click Save.

6. Repeat steps 2–5 for Client (save as Client.xml) and Payments (save as Payments.xml).

Tip

If a file saves as .txt, it’s because Save as type was left on Text documents. Just save it again with All files selected.

Part 3 — Send them to us

Email the three files — Assets.xml, Client.xml, and Payments.xml — to us at support@heroblue.com.au, and we’ll import them into Hero Blue for you.

Any trouble, book a call, email us, or give us a call on (03) 7034 7679.