Change Year, Period and Date

Modified on Mon, 05 Feb 2024 at 01:06 PM

TABLE OF CONTENTS


Introduction

Facility:  GL_S_001

Menu Path:  Nominal and Banking →  Special Functions → Change Year and Period


This function is used to change a Transaction Date, Year and Period of a specific transaction.


Note:  This function should be used with care, as this facility will modify any financial reporting in the system.


All Year/Period changes are recorded under System Audits.


Change the Year, Period and Date of a transaction




Step 1 – Search for the transaction/s you wish to move by entering the Year and Period. You can also filter for a specific Transaction Type. To show all Transaction Types input ‘*’ 


Step 2 – Click on the required transaction number to select it.  Once selected, the Transaction Type and Number will appear in the section Selected Transaction. 


Step 3 – Input the new Year, Period and Date to update the selected transaction. 


Click on the green button to confirm.

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