This article explains how to copy corrections 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.

Step-by-step guide to copy adjustments

  1. Navigate to the period where you want to apply the copied correction, and go to the 'Adjustments' tab.
  2. Click on 'Actions'
  3. Select 'Copy adjustments'
  4. Choose the period from which you want to copy the corrections. Only periods with previously recorded adjustments will be available for selection.
  5. Select the corrections you want to copy. You can:
    • select by category – internal or external
    • select manually – choose specific corrections yourself
    • select by tags -choose tag assigned to adjustment
  6. Once you've made your selection, click 'Copy corrections'.