Running Start New Year

To run Start new Year:

  1. Open the Start New Year page.
  2. From the Destination Year list, select the destination year for which you want values populated. The list displays the allowed members for the view. The prior year is based on the selected destination year.
  3. Click Schedule Line Items to select one or more individual schedules.
  4. Click Version to select one or more individual versions.
  5. Click Start New Year to copy net adjusted ending period balance sheet values to the Reported member of the Adjusted State dimension of the opening balance period of the destination year. The process requires the user to have access to all secured members as defined in Architect.
  6. If consolidated data already exists for the new year, re-consolidate the data to incorporate the updated P0 values in the results. To update the P0 values, you must consolidate from Opening Balance to Opening Balance for the same year.

The Show All command in the upper right corner expands the members selected for long lists.