In this section we are going to load 2022 and 2023 year-to-date actual in the Revenue, Expense and Balance Sheet planning modules in preparation for completing a 3+9 Forecast.
Menu: Apliqo Settings / Data Processing / Automation
Copy a Configuration
To load the Planning Modules we are going to create a new configuration called “Training - Load Planning”.
Run the configuration for 2022-M01 to 2023-M03.