To start a new fiscal year based on your existing file:

1. Create a folder for the new fiscal year, such as FY 08-09
2. Copy the files you need into it.  For examples, supplies, vendors, clone, and AccountCodes.
3. Open supplies (for example)

   Delete all records in supplies only.  LEAVE Clone, Vendors, and AccountCodes files as is.

   Depending on the version of Filemaker:

   Versions 4, 5, and 6: 

   • From the menu, File > Define Fields

   Version 7 and 8:

   • From the menu, File > Define Database
   • Be sure you are on the Fields tab

   Version 9

   • From the menu, File > Manage Database
   • Be sure you are on the Fields tab

   ALL VERSIONS continue here:

   • Click on Requisition Number to select it.
   • Click on Options button
   • Under Serial Number, set Next Value to 0 (first Req is 0 so you can put the beginning balance in as an adjustment.
   • Click OK and then Done or OK (version difference).
   • Click on Entry Index to select it.
   • Click on the Options button.
   • If it is a calculated value, do nothing.  If it is set to a serial number, change it to 1.
   • Create your first record and put in your beginning balance as an adjustment.

Remember to create a folder for EACH account you do.  Do NOT rename the files (for example, supplies) to something else.  You do not need to delete anything in PAF files, just continue on adding new PAFs. 

For more information, contact ewells@tntech.edu