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changing accounting calender

3 years ago
November 14, 2021
4 replies
287 views

+7

Swati
Sidekick
16 replies

Hi

Our accounting calendar is set from 1st Jan. But for 2022 we are changing our accounting period and moving from calender month to 4-4-5.

But noticed that there are some periodic allocations that have gone in next year till sept 22. Is it possible to cancel these transaction and than change the accounting period. or will it say transactions linked to this to this period?

if this is case how do I change the accounting period.

Can anyone please give some help and advise on this. How I can change the accounting calender.

Thank you

Swati

Best answer by Dedi Tjong

Hi Swati, it is not possible to do from application. I suggest you to engage with partner or whoever knows how to manipulate the changes using sql script/back end as per Adam suggestion. This usually a chargeable activity. I suggest you do this quickly as January is coming soon. You don’t need to cancel the X voucher (PCA), During the data manipulation script, you move these PCA to the 1st day of your new period date, therefore it stays in same accounting period and it won’t affect your accounting balance / Trial balance.

It is OK to change the voucher date as long as it is X, M or R vouchers since there is no other related transactions. But if you have other voucher type, you cannot.

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+16

Adam Bereda
Hero (Customer)
675 replies
3 years ago
November 15, 2021

Hello,
I am afraid it is not possible to change accounting calendar if there are vouchers processed already. You need a support case and back-end intervention.

Regards, Adam

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D

+7

Dedi Tjong
Hero (Employee)
35 replies
Answer
3 years ago
November 15, 2021

Hi Swati, it is not possible to do from application. I suggest you to engage with partner or whoever knows how to manipulate the changes using sql script/back end as per Adam suggestion. This usually a chargeable activity. I suggest you do this quickly as January is coming soon. You don’t need to cancel the X voucher (PCA), During the data manipulation script, you move these PCA to the 1st day of your new period date, therefore it stays in same accounting period and it won’t affect your accounting balance / Trial balance.

It is OK to change the voucher date as long as it is X, M or R vouchers since there is no other related transactions. But if you have other voucher type, you cannot.

#ProudlyIFS #forthechallengers

S

+7

Swati
Author
Sidekick
16 replies
3 years ago
November 16, 2021

Thank you Adam and Dedi

Dedi, thank you, I will contact our IFS partner to see if they can write a script, everything that's been posted in future period is only periodic allocation X type vouchers. This is good to know to that we can change the voucher date. now just need to figure out how to change the date :). we only went live few months so everything is all new to us at the min.

Once again thank you so much for your advise.

Thanks

Swati

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M

+15

MitDenukN
276 replies
3 years ago
February 17, 2022

Hi @Dedi Tjong, Could you please explain the effect of changing the accounting period of E vouchers.

In our case, the user has given us okay to delete those connected E vouchers if required.

Can we have your suggestion, which option is better to proceed.

Thank you in Advance!

changing accounting calender

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