How to copy adjustments into a new period

As with all templates, you are also able to copy adjustments into a new period. Here's how!


Step 1: Create a new period/go into the new period and go into the 'Adjustments' tab


Step 2: Click 'Actions' -> 'Copy adjustments'


Step 3: Select the period from which you want to copy the adjustments

Note: The selection will only give the option of period/s in which adjustments have previously been posted.


Step 4: Select the adjustments you'd like to copy over

There are 3 options to do this:

1) Select by category - either internal or external

2) Select by tags - read this article for further information on tagging adjustments

3) Manually select the relevant adjustments/s

Once selected, click 'Copy adjustments' and you're A for Away!

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