Copy Budgets


To help save time at the year end, last year’s budget figures will roll forward if you choose to take the option. To copy this year budget to next year simply select the check box ‘Copy this year’s budget figure to next year.  To access this option select Settings and ‘Year End’ under ‘Data’. The following screen will appear.


Please note, budget figures will only be auto populated into the next year provided the current year has no budget figures already entered.

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