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Import CY/PY and refresh an existing year

Keep comparative periods clear when importing separate Tally companies, separate workbooks or refreshed data.

Convert Old Format to NewCreate FinancialsBrowse written guides

Product instructions · Team assureOffice · For the current assureFinancials workflow

Check the destination period first

CY means the current financial period being prepared; PY means its comparative period. Verify the client, financial version and start/end dates before saving either year. A file name is not sufficient evidence of its period.

  1. Open the intended client and financial period.
  2. Choose the import source and CY, PY or Both where that workflow offers the choice.
  3. For separate-year Tally companies, select the appropriate company and dates for each year. For separate Excel files, upload them into the corresponding CY/PY fields.
  4. Review the proposed destination and changes before confirming the import.

Refresh and retain reviewed work

Use Excel Refresh below Preparation Progress for a financials workbook refresh, or the relevant Import Centre route for refreshed source data. Read the retention/replacement options displayed for that import; their scope varies by workflow.

Review points
  • Take a client backup before a replacement or substantial refresh.
  • Compare balances and supporting workings after the import. Do not assume every manual adjustment is preserved by every refresh mode.
  • Match CY/PY compares grouping. Preview the proposed changes and approve the intended rows; it does not copy amounts or resolve period differences automatically.

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