Hi there,
If I understood correctly, you want to rollforward the data from 2017 into the 2018 fields, is that right? If so, below you can find the information on how to apply this functionality:
Let’s take this case again:
We might want to be able to tell when the roll-forward function has to be executed.
For instance: if you copy details between periods within the same book year, it might not be needed to have the roll forward function be executed; only when we have a new book year, we want the function to be executed.
From now on, we can do this by choosing a destination-period. Just like you would use a regular period-drop and its methods, you can do this for the rollforward func…
Let’s say we manually put in some movements regarding financial investments in year 2016:
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It would be great then, when copying these details from 2016 to 2017, the amounts in column End value would be transferred to the column Begin value (so I don’t need to manually overwrite those amounts, because copying details is just a copy of one period).
Should you have any questions, please let us know.
Best,