Hi Fullen,

I assume you are referring to Adagio Ledger 90A which allows you to maintain transaction details for a historical year. Earlier versions of Adagio Ledger 981A or prior) do not allow this.

Importing Transactions into a historical year requires three steps:

1) Create the historical year (2006) from the Edit/Fiscal Calendar function if it does not yet exist. This function allows creation of the 'next earliest year' rather than a specific year, to ensure that there are no holes in the created years.

2) Import the opening balances only for the year (2006). Of course this is only required for Balance Sheet and Retained Earnings accounts, as Income Statement accounts always start the year at 0.00. You set the year on the 'Field defaults' (3rd) tab.

3) Import the Transactions for the year (2006). Doing this will also simultaneously update the 12/13 period net change buckets and the 'current' balance for each account. The year is also set on the 'Field defaults' (3rd) tab.

If you access the Help file, and from the main page the 'Import Notes' link, you can look at detailed information for requirements when importing, such as required fields and what happens if a particular field is not imported.
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Softrak Tech Support