Forum Discussion

Clearmount's avatar
Clearmount
Contributing User
4 years ago

Cannot send to accountant

Hello, I am trying to send my file to my accountant for FY2020. When I try to send it the following error is displayed: "You may not export transactions from purged periods. Transactions with a date...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi Clearmount 

     

    My apologies for the delay in getting back to you. Can you try to send smaller periods, say a month at a time, to see which month is causing the error? 

     

    Your other option, and the one I would recommend, is to invite your accountant to access your file: Invite a user to an online file

     

    Please let me know how you go with this.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Clearmount's avatar
Clearmount
Contributing User

Hi Tracey

 

yes I have successfully run a P&L and Balance sheet report for the 2020 financial year.

 

Regards

Mark

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

Hi Clearmount 

 

My apologies for the delay in getting back to you. Can you try to send smaller periods, say a month at a time, to see which month is causing the error? 

 

Your other option, and the one I would recommend, is to invite your accountant to access your file: Invite a user to an online file

 

Please let me know how you go with this.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Clearmount's avatar
    Clearmount
    Contributing User
    4 years ago

    Hi Tracey

     

    thanks for that suggestion, I think I have it sorted now. The company file started in November 2019 and I found that I could send the months of Nov2019 through to Jun2020 successfully. If I included the months before (i.e. Jul 2019 through to Oct2019, I got the error.

     

    Thanks so much for your help.

    Kind Regards

    Mark

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