Workpaper Periods

This thread is now archived and closed to new comments.
Some of the links provided in this thread may no longer be available or relevant.
If you have a question please post a new topic.
KatieBradburn
3 Posts
User
KatieBradburn

3Posts

1Kudos

0Solutions

Workpaper Periods

We have just started using workpapers and are wanting to do as much as we can on them.  One of the things we were hoping to use them for was for our bi-monthly GSTs.  This works well until you are trying to do a client whose previous year's accounts have not been completed and therefore the classic ledger hasn't been rolled.  

 

Is there a way around this?

2 REPLIES
KellyDuffy
6 Posts
Cover User
New Zealand
KellyDuffy
Cover User

6Posts

1Kudos

0Solutions

Re: Workpaper Periods

We have this issue too. Workpapers don't work with AO GL's future periods.

 

The work around is to create a second ledger & roll it to do the GST in and switch the Workpapers to look at that ledger while doing the GST. Then when the annual work is complete, rollover the original ledger and import the transactions from the other ledger.

 

This is rather cumbersome and easy to get mixed up. We would prefer it if Workpaper could some how work with future periods.

 

MYOB Product Manager DonHounsell
5 Posts
MYOB Product Manager
New Zealand
DonHounsell
MYOB Product Manager

5Posts

1Kudos

0Solutions

Re: Workpaper Periods

At present the work around suggested by Kelly Duffy is probably the best way to handle this (thanks for the contribution Kelly).  Client Accounting only looks at the "Current Year" balances from AO GL, so there is no way to have Workpapers connect to future periods right.  I have added this to our list of candidates for future consideration.

Don Hounsell
Senior Product Manager
MYOB
Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post