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This article explains how to copy adjustments from one period to another in a few simple steps.
Adjustments apply only to the period in which they were made and do not automatically carry over to the next period. However, similar to templates, you can manually copy them to a different period.
How do I copy adjustments into another period?
- Navigate to the period where you want to apply the copied adjustments, and go to the 'Adjustments' tab.
- Click on 'Actions'.
- Select 'Copy adjustments'.
- Choose the period you want to copy the adjustments from. Only periods with previously recorded adjustments are available for selection.
- Select the adjustments you want to copy. You can:
- select by category - internal or external
- select manually - choose specific adjustments yourself
- select by tags - choose a tag assigned to the adjustments
- Once you have made your selection, click 'Copy adjustments'.