Rolling Accounts (Balance Sheet, Expense and Revenue) into Next Year

Modified on Sat, Feb 25, 2023 at 3:56 PM

Copy Accounts from the current year to next year:

1.  Go to the Financial tab


2.  Select the type of accounts you wish to copy to next year:    
                               

3.  Check off all of the accounts you wish to copy.  There is a master checkbox in the list header that checks all of the rows.  If there are any accounts you do NOT want to copy to next year, make sure they are unchecked.


                                          


4.  Click the  button. This brings up the 'Copy Accounts' dialog:

                                   

5.  Select the correct 'next year' and click . This copies the selected Accounts into the selected year. Note that you may need to first set up the desired School Year.   

6.  At the end of the copy operation, the accounts will be shown in next year.

7.  You can now add new Accounts for next year, remove Accounts from next year or modify any of the existing 'next year' Accounts.

8.  Continue this process with every account type you wish to copy to next year (Expense, Revenue and Balance)

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