19.14 Storing calculation

We highly recommend saving a copy of the calculation used for a financial close.

Before you store the calculation, make a copy for the next financial close by using the cogwheel.

Use copy with files.

Change the file name by clicking the pencil and edit, then click Copy.

Change metadata, such as file name and period.

Click Save.

Lock the old file to avoid updates.

The file will then appear as follows:

You can archive a copy of the calculation or delete the link between the calculation and SharePoint by following the instructions in Chapter 19.3.9