When creating a new year in the general ledger when running existing year, I remember there was a box in the bottom left corner that gave me an option that I wanted. It didn't stop to give the option when cearting the new year.This has to do with retriving batch so they go to the right year automatically when bringing them over from AP. I retrive by date & account code.

Hi, MaryEllen,

When you create the Next Year in Ledger, there are two options provided:

(1) to 'Open all periods' in the Next Year so that all periods can all be posted to (Period 1 is always Opened anyway), and

(2) to 'Clear budget amounts' which means you do not want the Current year's budget amounts copied to the Next Year's budget.

Are you referring to the different Retrieve options provided on the Retrieve Subledger Batches window? Here, you can highlight a module that has a batch waiting to be retrieved to Ledger and then select one of the 3 options in the 'Assign entries to' section. Generally, selecting 'Period based on date' as the Retrieve option is used. That way, enties are retrieved to the appropriate year (Current or Next) based on their transaction date as it fits within the company's fiscal calendar.