Use these check boxes to select the types of account balances you
want to copy:
Asset
Liability
Owner's Equity
Revenue
Expense
Analytical
Note: The Analytical check box is
available only if the Use Analytical
Ledger check box is selected on the General
Parameters form.
In the Fiscal Year From field, the
prior fiscal year is displayed by default. Optionally, select a different
year from which to copy the budget/plan information.
In the Fiscal Year To field, the
current fiscal year is displayed by default. Optionally, select a
different year to which to copy the budget/plan information.
Select the type of information you want to copy to: budget or plan.
In the Starting/Ending Account fields,
select the range of accounts for the budget/plan information you want
to copy, or leave both fields blank to copy the information of all
accounts for the selected account types.
In the Starting/Ending Unit 1-4
fields, select the range of reporting units you want to include in
the activity.