We installed version 9 last year but we never got around to importing/retrieving the prior year data.
We've just finished closing our fiscal year and have created the new 2008 year. When I go into the new fiscal year (2008) and go into print detail listing, for fiscal period 2007,it looks like I'm getting the prior year's data per period; however it's being consolidated within each month. The description field simply says 'consolidated'.
I have not retrieved prior year data yet.
I wasn't clear on whether the data was automatically imported to the new year when I closed the year or if I actually have to perform the import/retrieve prior year data in order to see the detailed line items and descriptions.
Also, we haven't installed the version 9.0A upgrade. Should I do that before I proceed?
Thanks,
Lulu