Copy Financial Reports

 

Function

Use this task to copy the format of one financial report to another. It provides an efficient means of rapidly duplicating financial report formats within a single company or between separate companies.

 

=> To access this task...

Select Copy Financial Reports from the General Ledger Custom Financials menu.

 

Copy Financial Reports

 

About the Fields

 

In the From Firm ID field...

This field indicates the source company of the financial report format to be copied.

  • Enter the Firm ID originally defined for the report.

  • Click Click to select from a list of all valid company numbers.

In the From Report Number field...

This field indicates the financial report number to be copied.

  • Enter a two-digit report number.

  • Click Click to select from a list of all valid report numbers.

In the To Firm ID field...

  • Enter the company number to which the report will be copied.
  • Click Click to select from a list of all valid company numbers.

In the To Report Number field...

  • Enter a two-digit report number.

  • Click Click to select from a list of all valid report numbers.

This field indicates the report number to be assigned to the copied report.

 

WARNING: If the report number entered in the To Report Number field already exists, it will be overwritten by the information from the source report.

 

When done making selections...

  • Click Run Process button to start copying the details from one firm to another.

  • Click Save button to save the current settings.

  • Click Clear Form button  to clear the form.

The system issues this prompt:

 

 

  • Click [Yes] to start copying.

  • Click [No] to cancel.

Copying

After each line is copied from the existing report to the new report, the system issues this prompt:

 



______________________________________________________________________________________

Copyright BASIS International Ltd. AddonSoftware® and Barista® Application Framework are registered trademarks.