 Relius 5500 Program - Import for SSA or Schedule of Assets |
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 Nov 9 2006, 12:01 AM
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#1
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Registered User Group: Registered Posts: 5 Joined: 15-November 05 Member No.: 15,324  |
I heard it mentioned at the ASPPA annual conference that there is a way to import data into Relius 5500's to avoid having to enter all SSA's into the necessary form. I read over the Help instructions in Relius briefly but they sounded foreign.
Is there anyone who is utilizing this feature, and can it be used for the Schedule of Assets schedule as well? Is it just a matter of setting up your excel file properly? If anyone already has the format figured out, I would be very greatful if I could get a copy.  Thanks.
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Nov 9 2006, 08:37 AM
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#2
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Registered User Group: Registered Posts: 178 Joined: 3-December 04 From: Raleigh, NC Member No.: 13,954 |
Try searching for "SSA import" on the board. I remember a post about this a while back; I think it was on the Form 5500 board.
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Nov 9 2006, 08:40 AM
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#3
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Moderator Group: Sitewide Moderator Posts: 3,933 Joined: 26-August 98 From: Florida (land of hot humid summers) Member No.: 1,560 |
yes, it is under 5500, you will have to go back 60 days, and to the second page.
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Nov 9 2006, 03:22 PM
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#4
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Registered User Group: Registered Posts: 5 Joined: 15-November 05 Member No.: 15,324 |
I found it. The instructions posted in that link were a LOT more user friendly than Relius' User Guide. I now have it up and running. Thanks Again.
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