Importing taxonomies
Menu path
Finance ➔
VAT/Statistics ➔
XBRL ➔
Import taxonomy
Introduction
On this screen, you can download or import the definitions of predefined or custom taxonomies to be used in the system.
What version are you using?
The information in this document is applicable to product update 416 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I import taxonomies?
- On the screen, click Import.
- At Type, select Import.
- Define other fields as required.
- Click Import.
How do I download taxonomies?
- On the screen, click Import.
- At Type, select Download.
- Define other fields as required.
- Click Import.
Fields
Type
Select Download to download the taxonomies from a
specific website or Import to import the taxonomies from a local file.
Action
Select Custom to download or import the taxonomies
from a custom website or file. Alternatively, select a predefined taxonomy to
download or import the taxonomy from a default website or file directory.
File:XSD(Website)
Type the website from which the taxonomy file in XSD format
will be downloaded, and click if you want to
go to the website.
Note: This field is available only if you have selected
Download at Type and Custom at Action.
Path(Website)
This displays the website of the predefined taxonomy you want to download.
Note: This field is available only if you have selected
Download at Type and a predefined taxonomy at Action.
File:XSD
Type the path directory of the custom taxonomy file in XSD
format you want to import. Alternatively, click to browse for
the custom taxonomy file in XSD format that you want to import.
Note: This field is available only if you have selected
Import at Type and Custom at Action.
Directory
Type the directory of the predefined taxonomy you want to
import. Alternatively, click to browse for the
folder where you have kept your predefined taxonomy that you want to import.
Note:
- You have to extract the downloaded zip file directly to the root, for an example, C:\xbrl\.
- This field is available only if you have selected Import at Type and a predefined taxonomy at Action.
Schema location
Type the schema location of the custom taxonomy you want to download or import. This is mandatory. If you select to download or import a
predefined taxonomy, the default schema location will be displayed in this field and you cannot edit it.
Code
Type the taxonomy code for the custom taxonomy to be downloaded or imported. This is mandatory.
Note: This field is available only if you have selected
Custom at Action.
Version
Type a version number for the custom taxonomy to be downloaded or imported. This is mandatory.
Note: This field is available only if you have selected
Custom at Action.
Description
Type a description for the custom taxonomy to be downloaded or imported.
Note: This field is available only if you have selected
Custom at Action.
Domain
Type the domain for the custom taxonomy to be downloaded or imported.
Note: This field is available only if you have selected
Custom at Action.
Year
Type the financial year of the custom taxonomy to be downloaded or imported.
Note: This field is available only if you have selected
Custom at Action.
Progress section
This section displays the progress bar once you have clicked
Import to download or import the custom or predefined taxonomy based on
the defined criteria.
Buttons
Import
Click this to import the taxonomy based on the defined criteria.
Close
Click this to exit.
Related document
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
17.761.728 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
390 |
Attachment: |
|
Disclaimer |