Hi,
Do you know how the opening balance can be created in the Businsee Plan? We get the below error :
Thank you.
Hi,
Do you know how the opening balance can be created in the Businsee Plan? We get the below error :
Thank you.
From F1 help, there are defined options (whether imported or calculated):
In addition to the transactions sources originating from within the business planning component, there are other sources that can be used to import/transfer planning transactions.
I hope this is helpful.
You may consider manual input of the beginning balances if they are actually needed
→ Yes I have tried an other exemple by importing the Opening Balances this is working. However I whish to try do create opening balances the IFS designed it.
Do you want the actual reported balance sheet balances to reflect in your plan?
→ Yes I would like so. However the Budget exercise will start in Jully, I will then have a GL balance for June ready. If I want to exercise, shall I create an opening Balance 2022-04 where I am sure to have some data in GL?
You need to define a ‘from’ year that has valid data as well as a ‘to’ year (in this case, 2023).
You may consider manual input of the beginning balances if they are actually needed. Do you want the actual reported balance sheet balances to reflect in your plan?
Hello yes we have, and the following error messages pops up
please note that for this exemple, The list of year is empty.
Dear Christy,
I set the first period as Opening Balance:
(I recreated an other exemple where I am staring from 2023-00.)
Dear Christy,
Reporting period = jan to dec
what we aim to do is to create a forecast for 2022 and then continue with 2023 budget.
I tried to perform the same action on a regular year 2023-00 to 2023-12, but this is still not working best regards.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.