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Can I copy a published report

Yes.

 

Should you? 

 

That depends, we say probably not.

 

Keep these items in mind when copying a published report:

  1. It copies structural changes from last period, not financial ledger information, for example, if you had grouped some accounts in the profit and loss, or added a rental statement, or used tracking
  2. If you update report fields (change director name or address), then a new report is needed, as copying a published report does NOT reflect the new report field information (director names or address)
  3. If you need to add disclosures back (you deleted them last year) then this will be time consuming and risky

 

Our recommendation = avoid using the annual copying process, it comes with risk.


 

Copy button at bottom left.

 

TIP - You copy the STRUCTURE of the report, and the TEXT in the report. 

 

The amounts in the general ledger will update.