Transferring budget version data
Use the Data Transfer page to copy one budget version to another version. Click the Financial Core tab, then select the target version, and the source entity and source version to copy from.
For all years of the selected configuration set, the source version and the target version show the total of these account groupings:
- Profit & Loss Statement
- Balance Sheet Assets
- Balance Sheet Liabilities and Equities
If the source is different than the target version you can run the copy process again.
To replace existing data in the target version, select the check box.
Note: Comments and commentary items are
specific to a configuration set and version to which they are added. If you add comments
or commentary items, they are not copied during the data transfer process.