copy from reference

How do I copy from reference?

How do I copy from reference?

Feb 6, 2025 |

To copy from reference, go to the Profit & Loss page. Verify that you are in the right department with the correct formulas you want to copy from. Open Tools.  Click Copy Account Data. Under 'Source', choose the department of accounts you want to copy from. All...

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How to copy from reference

How to copy from reference

Jun 7, 2020 |

Summary The “Copy From Reference” function in PMI’s Planning and Profit & Loss (P&L) modules allows users to efficiently populate their current working version with data from a selected reference version. This is particularly useful when transitioning from an...

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