Copy other income and expenditure

Use this view to copy the budget, forecast or actuals for a specific finanial or academic year to the budget or forecast in other financial or academic years. This function is useful for copying the current year's budget to the budget of future years, especially for modules in which budgeting is done manually for ledgers.

Follow the steps below to complete the process on screen. An academic year can be copied to several other academic years in one go:

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1. Select the status and the academic year you wish to copy from the left-most column.
2. Then select the status and the accounting years to which this should be transferred.
3. Next, specify from which module (decentralised and/or centralised) all ledgers should be copied.
4. Choose the desired establishment(s). All establishments can be selected at once by ticking "Select all establishments".
5. Decide whether the comments should also be copied.
6. When you are ready to copy the data, click the "Copy financial items" button in the top of the view.

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One can also carry out the ‘copy comments’ step separately, allowing one to copy the comments in any situation where needed.

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NOTE: The default option for Copy to status is Forecast. For years that have not yet been approved, the Budget and Forecast statuses are identical in the Anago backend.

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