Forum Discussion

heikeK's avatar
heikeK
2 years ago

Wrong Financial Year

When I try run a P & L or Balance Sheet report for the current financial year 2023/24 this financial year under the Financial report does not come up. This is what I have to choose from Next Year 2...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi heikeK 

     

    Thank you for your post. I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.

     

    When running a report for current financial year, you need to make sure that you've rolled over the current year. This will display an option for previous, current and next year. You can confirm the FY rolled over by going to File >> Close a Financial year assistant.

     

    You need to complete the payroll summaries before you roll over the year, and finish everything make sure to back up your file before you roll over as this process is irreversible. 

     

    I'll provide you this Help article, Close the financial year, which has a detailed information you might find useful.

     

     

    Are we able to solved your concern? If YES, please click on "Accept as Solution". If NO, please feel free to reply on this post and we are more than happy to assist.

     

    Cheers,

    Princess

     

     

     

Princess_R's avatar
Princess_R
MYOB Moderator

Hi heikeK 

 

Thank you for your post. I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.

 

When running a report for current financial year, you need to make sure that you've rolled over the current year. This will display an option for previous, current and next year. You can confirm the FY rolled over by going to File >> Close a Financial year assistant.

 

You need to complete the payroll summaries before you roll over the year, and finish everything make sure to back up your file before you roll over as this process is irreversible. 

 

I'll provide you this Help article, Close the financial year, which has a detailed information you might find useful.

 

 

Are we able to solved your concern? If YES, please click on "Accept as Solution". If NO, please feel free to reply on this post and we are more than happy to assist.

 

Cheers,

Princess

 

 

 

Ben21's avatar
Ben21
2 years ago

Thanks

  • Leneth_A's avatar
    Leneth_A
    Former Staff
    2 years ago

    Hi Ben21, 
     
    Thanks for your post. I would like to extend to you a warm welcome to the Community Forum. Thank you for your time and effort in bringing your concern to us. Apologies that you are having problems with the wrong financial year, and we thank you for your patience and understanding on this matter. We are glad that you found this forum a valuable resource that fixes the issue. 
     


    Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist. 
     
    Cheers, 
    Leneth

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