Rolling over entity journals

  1. Select Data Transfer and Processes > Entity Data Transfer > Rollover > Entity Journals Rollover.
  2. In the Choose Source section, specify the configuration set, version, period, entity, and level from which to transfer data and journals.
    You can select multiple entities and levels.
  3. In the Choose Target section, specify the configuration set, version, and period to which to transfer data and journals.
    You can select multiple periods.
    Note: If the financial year is the calendar year, the source period is usually December (period 12). In this case, we recommend that you select all periods of the consecutive year as the target periods (periods 1-12 of the consecutive year).
  4. Click Run Process.