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Hello, I have discovered like many others on this forum that the conversion date is unable to be changed, is MYOB looking into rectifying this, it seems it causes many users a problem. Currently I have a client who attempted to create a new data file and has put the incorrect conversion date 1 month from now so I am unable to enter anything prior to this date. Can MYOB go in an change it for us? If not then I can create a new data file but I will need assistance to move the bank feeds over to the new data file that have been setup to the existing data file that shows the incorrect date
Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge
When creating the company file using the New Company File Assistant the user will be required to set a conversion month. This would generally be the month that you first wanted to enter the transactions from. Once that company file has been created i.e. you have completed the New Company File Assistant, this is date is set and is unable to be changed.
If you have set the incorrect month as the conversion month you would be looking at creating a new company file with the correct conversion month. If you have already activated that company file we may need to deactivate that original (incorrect) file. As we do need to confirm some details to arrange for that, can you send me the serial number of that company file via Forum private message and I would be happy to assist with that process for you.
Yes we do understand the user is required to set a conversion month but it would be very helpful if MYOB could allow this date to be changed when someone sets it up with the wrong date. I have encountered this through a number of my clients and see many different people posting about it in the forum, it's creating a lot of people rework with as the date is unable to be changed. If there is no possible way for MYOB to make this date be changed in the program in future, then perhaps you could incorporate more warning messages (like the EOFY rollover messages) advising that it's very importate that this date is correct as it cannot ever be changed after clicking next and to consult your bookkeeper or accountant first.
Have PM'd you to deactivate that original (incorrect) file and move the bank feeds over to the newly created (correct) file.
I have just replied to your private message requesting additional information into the company files to arrange for the next stage in the process to occur.
In terms of having a warning on screen in regards to the conversion month, to my knowledge, it is not something that we are actively looking into for updates of the program. In saying that the Help Article: Create a company file, which is the one accessed by selecting Help on this Window, does offer a warning in regards to setting that conversion month.