Archiving Your Fiscal Year
The following tasks are performed during this step in the wizard.
- Preparation
- General Maintenance
- Archive your data: Archives 12 periods of data in one company
You can click [Next] only when all tasks have been completed successfully.
To archive your data:
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1
|
From the introductory window, click [Next] then click [Preparation] to begin. |
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2
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A progress bar shows next to each task as it is running. |
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3
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When completed, each task displays one of the following icons: |
- The green
icon indicates that the task ran successfully.
- An orange
icon indicates that the task has issues that should be reviewed before continuing.
- A red
icon indicates that the task “failed” and you cannot continue until the issue is resolved. Click View Results link to display detailed information about the error.
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5
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Select one or more maintenance options you want to perform prior to archiving then click [Next]. |
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6
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Type a name for the company archive in the Enter name for the company archive box. The box cannot contain any special characters. |
Note: If the archive folder already exists, it must be empty. Click [Yes] to continue the process or click [No] to go back to the window.
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7
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Click [Archive Data] to begin the archive process. |
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8
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Click [Close] to finish the archiving process. |