2. Rolling data over to next year's file group

The Rollover File Group utility moves all of the data from the current file group to next year's file group. This includes the driver and security setting data.

To roll data over to next year's file group:

  1. Confirm or edit the Current Year file alias to point to the file group that you want the data (including drivers) to copy from. Let's say you are building a 2020 file group, then you likely want to point the Current Year file alias to the 2019 file group. For instructions, see Updating file group aliases.

    NOTE: In most cases, the Current Year alias will already be pointing to the correct file group, but we recommend that you check before running the Rollover File Group utility.

  2. In the Bud AdminBud Admin task pane, in the Manage File Groups section, and click Rollover to Next Year File Group, double-click Rollover File Group.

  3. At the Confirmation prompt, click OK to roll over the 20XX file group using the prototype file group.

    NOTE: This may take a few minutes to complete.

  4. At the Success prompt, click OK.

See also

Video instructions