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Setup - Annual Financial Report - Copy

Use this option to copy setup and crosswalk data from one year to another. You must perform this procedure when transitioning to a new fiscal year.

This setup is the same as the following reports:

If you completed the setup for any of these reports, it does not need to be done for the year you are processing.

  1. On the IL Annual Financial Report page, select Setup, and then Copy.

  2. Select the Year to Copy and Year to Create.

  3. Select Copy and then Yes.

  4. If validation errors are encountered, click OK.

  5. Correct the errors and repeat these steps.

  6. If data for the selected Year to Create exists, select Yes to delete and recopy the data.

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