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#11061 - 01/31/08 08:26 AM How do we access previous year in FX?
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 917
Loc: GTA & North America (Remote Su...
I switched my client to Ledger 9.0.
We are working with current year 2008 & previous year 2007.
When we fire up the Financial Report, we are able to view statements for 2008.
In addition to selecting the Period, isn't there now an option to select the Year? We would like to run the statment for the previous Year 2007, Period 12. I do not see any option to change the Year.

Help|About displays that I am running LEDGERFINREP.EXE Version 2.1.1.1457 & Database Version 1.12.54.2407.
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#11063 - 01/31/08 09:04 AM Re: How do we access previous year in FX? [Re: Samuel Kopstick]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10502
Loc: Canada
Hello Sam,

Hmm - I notice that you don't get to specify the retrieve year. FX may have a problem when the "Next" year is open but the prior year has not been closed.

We'll take a look.

Thanks for bringing this to our attention.
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Andrew Bates

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#11064 - 01/31/08 09:59 AM Re: How do we access previous year in FX? [Re: Retired_Guy]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11440
Loc: Vancouver, BC Canada
Hi, Samuel,

The vertion of LedgerFinRep you mention is for Ledger 9.0A but your post says FX.

When in Ledger 9.0A financial reporter, refresh your toolbar by selecting View | Customize from the menu. On the Toolbars tab, highlight each toolbar name and click the Reset button before highlighting the next toolbar name and doing the same. Then click okay.

You should now be able to see the Fiscal Year dropdown field beside Period dropdown in the toolbar now.
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Regards,
Softrak Tech Support

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#11067 - 01/31/08 11:52 AM Re: How do we access previous year in FX? [Re: Softrak Support]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10502
Loc: Canada
Hello Samuel,

One last question:

When I open up the new year, what would you expect to be the "current year"?
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Andrew Bates

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#11151 - 02/04/08 12:24 PM Re: How do we access previous year in FX? [Re: Retired_Guy]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 917
Loc: GTA & North America (Remote Su...
The Support Team is solid!
Refreshing the menus opened the option for selecting the year.
Thank you for your solution!

Andrew, the client just opened 2008 as the New Year. We would expect to see the Current Year as 2007.
When we close 2007, then we would expect the Current Year to be 2008.

Samuel
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#11154 - 02/04/08 12:45 PM Re: How do we access previous year in FX? [Re: Samuel Kopstick]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10502
Loc: Canada
Hello Samuel,

The recent Service Pack to Ledger improves the behaviour of the Financial Reporter and the year/period it opens with.
_________________________
Andrew Bates

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