Import settings from a previous year

You can save time by importing the setup settings that your firm has used in prior years.

  1. From the Admin Setup sheet , click browse under the Import settings section,
  2. Select a prior year workpaper file that has the settings you wish to import.
  3. Click the Import button.
  4. Check the settings in the Setup sheet and B1 Review Summary are correct.
  5. Proceed to Finalise the setup .
  6. Note: You can opt to import settings as part of the roll forward function.
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