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XPA: Change the integration of existing groups in an XPA ledger

Change the integration of existing asset groups in an XPA ledger by using of the following two methods

Updated this week

Please note the following before beginning:

  • The integration cannot be changed if assets are setup on the asset group. Integration of Asset Groups can only be changed if assets do not exist.

  • Asset Groups that contain assets must first have all assets deleted before its integration can be changed.


​Method One:

A new ledger can be setup and a Trial Balance take-on performed.

The assets can then be copied into the new ledger by referring to this Copy Assets document.

The assets will be copied as unintegrated assets and the integration method (Tax Ledger / Book Ledger) can then be selected for each asset group when the process is completed.
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Method Two:

Unintegrate and re-integrate the assets as per the instructions in this Asset Integration Process document.

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