Creating Budget
complete
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Danette McKeown
Can we please have a function to be able to copy an existing budget as a new/upcoming year budget
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Farm focus
complete
S
Sarah at Farm Focus
in progress
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Danette McKeown
Thanks for following up...
S
Sarah at Farm Focus
Hi Danette. Just an update on this which you might be interested in. You will soon be able to create a new working plan and a new draft plan from the actuals and plan items in the current working plan
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Danette McKeown
Thanks, I did check with support today on a couple of issues but we couldnt get this one so appreciate 'how to' notes - draft created...
Farm focus
Hi Danette, yes you can. You can select your Working Plan to be copied as a draft and then switch that to the relevant Financial Year. Then upgrade this to be your new Working Plan for the following year