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Log on to file ID C.

Finance > Utilities > Move Current to New File ID

Create the new historical file ID. At this point, All fund/yrs should be selected to be copied or moved.

It is recommended that you copy rather than move all fund/yrs to the new historical file ID. This is a precautionary measure in case an error occurs and you need to delete the funds from the historical file ID and run the process again.

In this example, all fund/yrs are copied to the new historical file ID 8; however, you can use a different file ID.

SCREENSHOT

In the New File ID field, select the file ID to which you want to copy funds. The file ID can be alpha or numeric.

Select the funds to be copied.

Select Copy to copy all funds to the new historical file ID.

Click Execute. If there are errors, an error report is displayed. Review the errors, and then click Cancel to correct the errors and repeat the steps.

SCREENSHOT

Click Process to continue. You are prompted to create a backup. A message is displayed indicating that the process was successfully completed.

SCREENSHOT

Click OK to close the message box.

Run the Finance > Reports > Finance Reports > Summary/Miscellaneous Reports > FIN3050 - Board Reports to compare fund totals in file ID C and the new historical file ID.