Has anyone ever needed to enter a "mountain" of data into not just one, but two, companies? Is there a way to copy just that information to the second company?
PPerry-
There is no option to just copy data transactions from one company into another. Depending on what you are trying to bring over, some data can be exported out of one company and imported into another…
The timing of creating the archive/backup company is the key for each user’s company. Some customers find it is best to create the archive/copy company just before they close the month since at that…
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How many months of data are you keeping in your company data files? Ours are at 3 years & GL is 5 years, the example is 24 months (below)
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if your data files are setup to store for 36 months or more, then I would add your "2022" changes to the 2023 data file , and then save a new backup and RESTORE under a new name as "SAMPLE2022NEW" and if possible rename the old 2022 file SAMPLE 2022OLD. This file would contain 2023, 2022 and 2021 data plus all the additions you have made into 2023 and then continue to use the current 2023 file set
Not knowing your end of year month JUNE, DECEMBER etc, (its is currently October2023) the amount of data that BW removes during a month close procedure a smaller then 36 month data file may be removing data on each month's close procedure.
PS I would not recommend a data file to be set to more then 60 months (<$2M/Y) for a small company and 48 months for big companies($10M/Y), you may bogg down the server at end of month. - Check with SAGE if you dissagree
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FYI I do not use the current year in our data files, I add a "Z" {company nick name}YYYY ex ZABCD2019 to the restored backups from the last day of the operating year (December 31 or closest last day of the work year). Why RESTORE? BW does not give your USERS access by default. And this prevents accidental modification of HISTORIC data., I have a special user created for the LOOKING AT of historical company data.
