EPM Transfers: View and Copy Historical Transfers

Learn to navigate to view historical transfers. The option to copy a historical transfer is also available.

Bernice Yeh

Oracle Cloud

View Historical Transfers

On the **Current Year All Transfers** form click on the icon for **Historical Transfers**.

Image of the EPM Transfers Module, Current Year Transfers Screen with the "Historical Transfers" highlighted.

Copy Historical Transfer

This screen is the "**Historical Transfers Dashboard**" and historical transfers will be shown. You can select the Fiscal Year in the top left corner.

Image of the Historical Transfers Dashboard showing a list of transfers from FY 2025-26 and the fiscal year highlighted.

**TIP:** To return to **Current Year Transfers**, click on the person icon in the top left corner.

The Historical Transfer screen with the person icon highlighted in the top left corner with a red arrow pointing towards the icon.

To copy an historical transfer, right click and select "**Copy Transfer ID**".

Image of the Historical Transfers Dashboard, with the "Copy Transfer ID" menu option highlighted.

Next, click "**OK**".

Review the information and click "**Launch**".

Next, click "**OK**".

Verify Transfer Copy

Navigate back to **Current Year Transfers**.

Image of the Historical Transfers Dashboard with the person icon in the top left screen highlighted to show how to navigate back to Current Year Transfers.

The copied transfer will be in initiated and can be edited.

Current Year Transfers screen with the copied transfer highlighted and showing as ready to edit.

This concludes how to view, copy and verify historical transfers.

EPM Transfers: View and Copy Historical Transfers

Learn to navigate to view historical transfers. The option to copy a historical transfer is also available.

Bernice Yeh

Oracle Cloud

View Historical Transfers

On the **Current Year All Transfers** form click on the icon for **Historical Transfers**.

Copy Historical Transfer

This screen is the "**Historical Transfers Dashboard**" and historical transfers will be shown. You can select the Fiscal Year in the top left corner.

**TIP:** To return to **Current Year Transfers**, click on the person icon in the top left corner.

To copy an historical transfer, right click and select "**Copy Transfer ID**".

Next, click "**OK**".

Review the information and click "**Launch**".

Next, click "**OK**".

Verify Transfer Copy

Navigate back to **Current Year Transfers**.

The copied transfer will be in initiated and can be edited.

This concludes how to view, copy and verify historical transfers.