Starting a New Year in Harvest Profit

Introduction:

Welcome to our quick tutorial on starting a new year in Harvest Profit. This guide will show you how to copy data from the current year into the next year, ensuring a smooth transition and accurate setup.  See the video below for a live walk-through.  

Step-by-Step Instructions:

  1. Copy Inputs:
    • Go to your Inputs page and navigate to the Inputs Copy tab.
    • Select the Source Year (current year) and the Destination Year (e.g., 2025).
    • Check the categories you want to copy. The selected items will appear on the right-hand side under the destination year.
    • If there are categories you don’t want to copy, such as equipment rent, leave those unchecked.
    • Click Save to complete the copy process.
  2. Carry Forward Contracts:
    • Go to the Contracts page.
    • For any contracts you need to carry forward, click the three dots in the upper-right corner and select Copy to Scenario.
    • Select the destination year (e.g., 2025) and click Copy.
  3. Copy Templates:
    • Navigate to the Applications page.
    • If you have templates set up for budgeting, select the templates you want to copy and click the Copy Templates button.
    • In the window that appears, you can select additional templates and choose the destination year (e.g., 2025).
    • Click Copy Templates to finalize the process.

Additional Resources:

For a detailed review of starting a new year with previous year's data: