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Fixed Assets CS Support

Advance changes from a prior period to the current period using Merge

Merge

This option won’t replace the next period but bring forward changes made in the prior period after the original closing and integrate it with the existing data. Only data that has been changed will be brought forward and Information that is in the next period, such as acquisitions and dispositions, will still be present.
To merge forward new treatments added to a prior period the treatment must first already be enabled in each subsequent year.
For more information see Fixed Assets CS: Adding Treatments to Prior Period
For special instructions on merging forward changes to bonus depreciation elections see Fixed Assets CS: Changing bonus depreciation elections in a prior period.
Follow these instructions to make changes in a prior period and transfer those changes forward to the current period.
  1. In your Fixed Assets CS client, select
    File
    , then
    Select Period to Process
     on the toolbar.
  2. Select the prior period and select
    Move to Selected Period
    .
  3. Make the necessary changes.
  4. Select
    File
    ,
    Select Period to Process
    , then
    Close to Next Year
    .
  5. Select
    Merge
     to have your changes from the prior year update the current year information.
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