I am trying to import prior year GL balances into a business plan. I selected the Import GL/IL balances button on the planning unit and selected prior year periods and 1 account that I know has activity. I am getting this warning message:
I have made sure that I am a user on the planning unit, I have a user group assigned to me.
In the account that I am using, I have activity of $973.10 in March 2023. In the planning unit, IFS is populating a value of 0.00 for March 2023 but nothing in March 2024.
Has anyone attempted to use this functionality and if so can you provide any pointers on what I may not have set up correctly?
