Good afternoon all,

The time has approached and we are nearing our year end. We have an open batch for January checks that were post-dated and as well we will have employee expense cheques in a january batch. However in order to do year-end, which will be december we cannot have any outstanding batches. Is there anyway to save the January batch withour deleting it and reentering all the info after year end?

Hi, Hermann,

What version of Ledger are you using? GL8.x or GL9. I ask because the procedures can vary in each version.

In GL8.x or earlier, you can highlight each batch, click the Copy button then Move the batch to an Archive batch which (after your year end is complete) can later be restored.

In GL9.x, you need to Create Next Fiscal Year under the Maintenance menu before you can Close the Current Year. After you've created the Next Fiscal Year, you can highlight the batches, click the Copy button and Move the batches to Multiple batches in the Next Year. The Next Year batches window can have open batches in it (or you can choose to post them to Next Year now)and you will still be allowed to Close the Current Year.

There's a TechTip on our website at:

http://www.softrak.com/resources/technicaltips/technicaltips.php

which provides information on closing the year in Ledger (GL) 9.