Dear Aussie

Yes, it is possible to perform YE on some modules and not others, however, this is not recommended (and I am sure your Accountant would support this statement).

Especially you should not perform your YE on Ledger if your other subledger modules have not been completed for the year!

If this relates to your previous posting regarding AR not letting you continue with the YE process even though you did print and clear the posting journals - then you should have an answer to that already.

If our suggestion did not help, then please post another reply - you should definitely not proceed with the YE closing of Ledger until all your other modules have been completed successfully and you are satisfied with the results!

Regards
Softrak Support

Normally, the Change Fiscal Year option is done directly after having completed the Year End procedure.

If you have already started entering batches for the current year, without having run this option, then of course there will be information in the batch status report, and you will get this message.

You should be able to Change the Fiscal Year manually be going into the Company Profile, Fiscal Period Calendar Option.

Regards,
Softrak Support

Hi Aussie,

Yes, you can Archive batches, delete them, print/clear the batch status report, run Change Fiscal Year, and restore the archived batches. So, after batcking up the data:

- From Maintain Archived Batches, click the 'Archive' button, and create an archived batch for each open batch for the new year. If you have multiple batches, you have to do this multiple times.

- After you are sure all batches are archived, delete all open batches.

- If you haven't done so already, print and clear the batch status report.

- You are now ready to run the Change Fiscal Year function. This changes the dates of the fiscal calendar in the company profile forward by 1 year, and moves the amounts of the current 12 fiscal periods into the historical column for 'last year' reporting and comaprisons. If you simply change the dates in the company profile, you will not have the second portion done. If you have to, change the dates back so that Change Fiscal Year will be for the correct dates.

- From Maintain Archived Batches, click 'Restore' for each of the saved batches. This will put them back into the Open Batches area for editing, posting, etc. You should not select any of the restore options, such as Update dates and Reverse entries.

Regards,
Softrak Support