Rollover international charts using batch processing

  1. Select
    Batch
    , and then
    Rollover Charts
    .
  2. For
    Foreign Exchange Rate Charts
    , select all exchange rate charts used in any binder that's being rolled over.
  3. Select
    State Categories
    chart, and then
    Rollover
    . Rollover the state categories before rolling over any other state charts.
  4. For
    Federal Chart of Accounts
    , if more than 1 federal chart of accounts exists to rollover and more than 1 is linked to the same chart of tax combination codes: select the box(es) for only federal chart(s) of accounts that are linked to each chart of tax combination codes, and then select Rollover.
  5. Go back to
    Batch
    ,
    Rollover
    , and
    Rollover Chart Status
    .
  6. Select the year you're rolling from and check that the chart of accounts successfully rolled over.
  7. After rolling over 1 federal chart of accounts linked to each chart of tax combination codes or if inly 1 federal chart of accounts exists, or if each federal chart of accounts is linked to a different chart of tax combination codes: select the box next to
    Chart Description
    to select all remaining charts.
  8. Open the folders to unselect any charts not to rollover.
  9. Select
    Rollover
    .
  10. Go to
    Batch
    ,
    Rollover
    , and then
    Rollover Chart Status
    to check that charts successfully rolled over.
  11. If you're implementing new charts, select the box(es) for only the charts to rollover in addition to the exchange rate charts, and then select
    Rollover
    .
  12. Lastly, go back to
    Batch
    ,
    Rollover
    , and
    Rollover Chart Status
    to check the charts successfully rolled over.
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