ManagePLUS Gold makes defining allocation formulas easy, but reusing them in other accounting periods is even easier. When you add a new accounting period, you simply tell ManagePLUS Gold to copy formulas from an existing accounting period. This lesson shows how.
To copy allocation transactions from an existing accounting period when defining a new accounting period:
The Add New Accounting Period dialog will open:
You may copy from any period, but normally you’ll copy from the most recent one because it has the most up-to-date allocation formulas.
When the dialog closes you’ll be returned to the Select Accounting Period dialog, where your newly-defined accounting period will now be visible in the list of available accounting periods. You may then select it as the period to work with in ManagePLUS Gold.
Choosing an accounting period, in Quick Start Basics