How to Clone a BIR Format

Overview:

Cloning a BIR format allows users to create a duplicate report format that retains the necessary BIR
compliance details. This feature is beneficial for making modifications to an existing BIR format
without altering the original template.

Scenario:

A company registered under the Computerized Accounting System (CAS) needs a customized
version of the BIR format while maintaining compliance. Instead of manually recreating the format,
the user can clone an existing BIR report format, modify it, and ensure that only the correct format
displays the BIR CAS information in the footer.

Solution:

1. Navigate to Reporting > Report Designer. Locate the format that is tagged as a BIR Format.
   
   

2. Click More > Clone to create a duplicate of the selected BIR format.
   
   
   

3. Update the Display Name for the cloned report.
   
   
   

   Note: The BIR Format toggle will be copied automatically, indicating that the new format is also
   designated as a BIR format.

4. Modify the cloned format as needed. Click to Save.
   
   

5. To prevent multiple reports from displaying the BIR CAS information in the footer,
   toggle OFF the BIR Format setting for any formats that should not be registered under CAS.

Application:

• A company wants to customize its Sales Invoice BIR format while keeping the original intact.
  By cloning the format, the company can modify certain fields without affecting the primary
  report.

• An accountant needs to generate a variation of the BIR format for internal review while
  ensuring that only the officially registered format includes BIR CAS details in the footer.
  
  

By following these steps, users can efficiently manage BIR-compliant report formats while
maintaining flexibility for customization.