Creating a new year and copying data from the previous year

Modified on Wed, 2 Apr at 1:08 PM

More years can be created at any time, and an unlimited number of years can be created. New years are created in the year menu. Go to Company setup and click Active year on the right-hand side. Click Create year. Follow the calendar year or define a 12-month period.

Define the name for the time period and the start date. The end date automatically populates with the date 12 months later.
Data can be copied from the previous year by checking this box.
Organization, environmental aspects, and measures can all be copied.

Why copy from a previous year?

1. All entities will be copied and connected over the years to create a relationship between reporting years.

2. Data previously collected is automatically shown in visualizations and historical data. 

3. Data form previous years can support suppliers when inputting data for the current reporting year.