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L'assistant de duplication des dossiers | ComptaShop
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L’assistant de duplication des dossiers

L’assistant de duplication des dossiers

L’assistant de duplication de dossier vous permettra de créer votre propre Business Plan en vous basant sur un Business Plan existant.

clip_image002 Remarque

La duplication de dossier n’est accessible seulement dans le cas où un dossier est ouvert. La duplication de business plan se fera en 2 étapes :

7

EBP Business Plan Aide

clip_image004Saisie des Préférences générales du dossier,

clip_image004[1]Sélection des données a récupérer du business plan d’origine.

Vous pourrez, soit récupérer l’intégralité des données, soit choisir des données ponctuelles afin de réaliser un business plan plus adapté a votre situation.

clip_image006 Astuce

Entre chaque étape, utilisez les boutons Suivant et Précédent pour respectivement avancer et reculer dans la création du dossier. Vous pourrez donc revenir à l’étape précédente à tout moment.

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