Forum Discussion

Experienced Cover User

6 years ago

Solved

General Ledger Detail for closed periods

Hi,

We migrated to account right online a few years ago and have since found that detail for G/L accounts is not available for closed periods. Is it possible to retain detail when closing a Fin Year please?

Thanks

Sam

Steven_M
6 years ago
Hi Sam_P

The General Ledger reports (Summary or Detail) can only be run for current and future financial years, previously closed financial years are not possible. You can see what financial year your company file is in via Setup>>Company Information.

If you are needing to review that General Ledger report for a previously closed financial year you could look at restoring a backup prior to closing that financial year.

Alternatively, depending on the information you want to see, you could look at running the Account Transactions [Accrual] report (Reports>>Accounts>>Account Transaction [Accrual])

6 Replies

Replies have been turned off for this discussion

Steven_M
Former Staff
6 years ago
Hi Sam_P

The General Ledger reports (Summary or Detail) can only be run for current and future financial years, previously closed financial years are not possible. You can see what financial year your company file is in via Setup>>Company Information.

If you are needing to review that General Ledger report for a previously closed financial year you could look at restoring a backup prior to closing that financial year.

Alternatively, depending on the information you want to see, you could look at running the Account Transactions [Accrual] report (Reports>>Accounts>>Account Transaction [Accrual])
Komal_S
MYOB Staff
6 years ago
Hi Sam_P

The Account Transaction (Accruals) report is based on a date range instead of financial years, so it would run for any dates for which you have transactions and that data would stay in the reports forever.
Sam_P
Experienced Cover User
6 years ago
Thank you Steven.

Will the transactions stay visible in this report forever?

Regards
Sam
Komal_S
MYOB Staff
6 years ago
Hi Sam_P

The transactions would always stay visible in the backup files restored locally for those specific financial years. As long as you have the backups for previous years, you can retrieve any information you want.

Please let me know if you have additional questions on this.
Sam_P
Experienced Cover User
6 years ago
Hi Koma,

Thank you for your reply. I am wondering how long they will stay visible in the 'Account Transaction (Accruals)' report.

Thanks
Sam
Sam_P
Experienced Cover User
6 years ago
Thank you