Summary
The Refresh Account Setting tool is used to update empty account data in a target fiscal year with existing account data from a source fiscal year. This tool is often used to update the next fiscal year's accounts after they have been initially set up but before the new fiscal year has begun.
Step by Step
- Open the Refresh Account Settings window (GL> Utilities> Refresh Account Settings).
- The Fiscal Year From and Fiscal Year To fields are used to specify the source fiscal year and the target fiscal year.
- The Account Aliases, Account Headers, Section Types, and VRI Groups toggles are used to specify which account details will be copied from the source fiscal year to the target fiscal year.
- Click the Confirm icon to update the account data in the target fiscal year.