Copying of documentation to future periods

You can choose to copy your documentation with or without data to a future period. The options for copying are found at the bottom right of each document.

The copying will occur when the period to which the documentation shall be copied is started.

Summary

• Yes: all manually added rows will be copied to the next period.
• No: no manually added rows will be copied.

External documentation - period closing

• Yes, with data (periodically ongoing): the documentation is copied to the next period with name, selected account, reconciliation amount and uploaded files.
• Yes, with data (until year-end): the documentation is copied to the next period with name, selected account, reconciliation amount and uploaded files. Copying will proceed until the end of the current financial year.
• Yes, with data only to year-end period: the documentation is copied to the year-end period (not the periods in between) with name, selected account, reconciliation amount and uploaded files.
• Yes, without data (periodically ongoing): the documentation is copied to the next period with name and selected account.
• Yes, without data (until year-end): the documentation is copied to the next period with name and selected account. Copying will proceed until the end of the current financial year.
• No, do not copy: the documentation is not copied at all.

External documentation - year-end closing

• Yes, with data (periodically ongoing): the documentation is copied to the next period with name, selected account, reconciliation amount and uploaded files.
• Yes, with data to next year-end period: the documentation is copied to the next year-end period (not the periods in between) with name, selected account, reconciliation amount and uploaded files.
• Yes, without data (periodically ongoing): the documentation is copied to the next period with name and selected account.
• Yes, without data to next year-end period: the documentation is copied to the next year-end period (not the periods in between) with name and selected account.
• No, do not copy: the documentation is not copied at all.

Other documentation - period closing

• Yes, with data (periodically ongoing): the documentation is copied to the next period with name, selected account and all the information in the appendix.
• Yes, with data (until year-end): the documentation is copied to the next period with name, selected account, reconciliation amount and uploaded files. Copying will proceed until the end of the current financial year.
• Yes, without data (periodically ongoing): the documentation is copied to the next period with name and selected account.
• Yes, without data (until year-end): the documentation is copied to the next period with name and selected account. Copying will proceed until the end of the current financial year.
• No, do not copy: the documentation is not copied at all.

Other documentation - year-end closing

• Yes, with data (periodically ongoing): the documentation is copied to the next period with name, selected account and all the information in the appendix.
• Yes, with data to next year-end period: the documentation is copied to the next year-end period (not the periods in between) with name, selected account and all information in the appendix.
• Yes, without data (periodically ongoing): the documentation is copied to the next period with name and selected account.
• Yes, without data to next year-end period: the documentation is copied to the next year-end period (not the periods in between) with name and selected account.
• No, do not copy: the documentation is not copied at all.

Copy documentation from previous period

Once a documentation has been copied and then updated in a previous period, it can be re-copied to the active period.

1. In the active period, go to the documentation that you want to update.

2. Select Copy previous.

3. In the dialog box that appears, answer Yes.

The documentation from the previous period will be copied and replace the documentation in the active period.