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#21005 - 02/15/10 10:25 AM Default Year for Importing Budgets in GL
Rachel Offline
Adagio Enthusiast

Registered: 08/06/09
Posts: 25
Loc: ON
After closing the 2009 GL, I imported the 2010 Budget. The import function correctly displayed the year as 2010-; however, the budget information was posted to 2009 instead.
I subsequently re-imported the 2009 budget following the same procedures and this time is imported the date in 2010.
I now need to change both the 2009 and 2010 budget values but the import function does not allow me to change the default year. How can I proceed?

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#21007 - 02/15/10 10:31 AM Re: Default Year for Importing Budgets in GL [Re: Rachel]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4414
Loc: Vancouver, BC
Which version and release date of Ledger are you running? You can find this out by looking in Ledger's Help About.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#21009 - 02/15/10 10:33 AM Re: Default Year for Importing Budgets in GL [Re: Rachel]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3615
Loc: Toronto ON, Canada
Rachel:

When you open the Import template and click on the "Field Defaults" tab, you will see the "Fiscal Year" on the right-hand side under "Defaulted fields".

When you select "Fiscal Year" then look at the "Value" field below, it should be a drop-down box. Which fiscal years appear there? You should see 2010, 2009 and any earlier fields which exist in your GL.

As Doug pointed out, the version of your Ledger software is important. My answer assumes that you are using 9.0A or 9.0B.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#21011 - 02/15/10 10:57 AM Re: Default Year for Importing Budgets in GL [Re: Bruce Gardner]
Rachel Offline
Adagio Enthusiast

Registered: 08/06/09
Posts: 25
Loc: ON
I am using version 9.0B.
The only value available in the default field is 2010-. This is why I was surprised that the 2009 information was changed.

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#21013 - 02/15/10 11:26 AM Re: Default Year for Importing Budgets in GL [Re: Rachel]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Hi, Rachel,

Do you use a non-calendar fiscal year? There was an issue such as you describe that affected companies that had non-calendar years. It was fixed in the current GL hotfix.

The HF is GL9.0B(100121). Knowing both the version and the release date (in parentheses to the right of the version code) is often very useful.

Please contact your dealer and they will provide you with this hotfix.
_________________________
Regards,
Softrak Tech Support

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#21015 - 02/15/10 11:50 AM Re: Default Year for Importing Budgets in GL [Re: Softrak Support]
Rachel Offline
Adagio Enthusiast

Registered: 08/06/09
Posts: 25
Loc: ON
No, we use a calendar fiscal year.
I will request the hotfix as I have just redone the whole excercize and the same thing has happened.
Thank you.

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