Forum Discussion

Clearmount's avatar
Clearmount
Contributing User
4 years ago

Cannot send to accountant

Hello, I am trying to send my file to my accountant for FY2020. When I try to send it the following error is displayed: "You may not export transactions from purged periods. Transactions with a date...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi Clearmount 

     

    My apologies for the delay in getting back to you. Can you try to send smaller periods, say a month at a time, to see which month is causing the error? 

     

    Your other option, and the one I would recommend, is to invite your accountant to access your file: Invite a user to an online file

     

    Please let me know how you go with this.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Clearmount's avatar
Clearmount
Contributing User

Hi Tracey

I am using the accountant link. I am trying to share my online file with my accountant via email.
I have followed the articles and still having trouble.
Here's what I find in more detail:
I select [Accounts] then [Send to Accountant].
Then I select This financial year (FY2020) and highlight all the months from July to June.
I leave the [Year-end Adjustments] box ticked and the [Information Required] is [Both Financial and BAS].
When I click the [Email] symbol at the top I get an error message:
"You may not export transactions from purged periods. Transactions with a date prior to 01/07/2019 cannot be exported".

I have gone through the transaction journal and confirmed there are no transactions prior to 01/07/2019.

Regards
Mark

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

Hi Clearmount 

 

Thanks for that detailed information. Do you get the same error if you run an account based report such as the Profit & Loss for the same period?

  • Clearmount's avatar
    Clearmount
    Contributing User
    4 years ago

    Hi Tracey

     

    yes I have successfully run a P&L and Balance sheet report for the 2020 financial year.

     

    Regards

    Mark

    • Tracey_H's avatar
      Tracey_H
      Former Staff
      4 years ago

      Hi Clearmount 

       

      My apologies for the delay in getting back to you. Can you try to send smaller periods, say a month at a time, to see which month is causing the error? 

       

      Your other option, and the one I would recommend, is to invite your accountant to access your file: Invite a user to an online file

       

      Please let me know how you go with this.

       

      If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

      • Clearmount's avatar
        Clearmount
        Contributing User
        4 years ago

        Hi Tracey

         

        thanks for that suggestion, I think I have it sorted now. The company file started in November 2019 and I found that I could send the months of Nov2019 through to Jun2020 successfully. If I included the months before (i.e. Jul 2019 through to Oct2019, I got the error.

         

        Thanks so much for your help.

        Kind Regards

        Mark

  • Clearmount's avatar
    Clearmount
    Contributing User
    4 years ago

    Hi Tracey,

    Do you have any other suggestions, as I really need to give access to the accountant.

    Many thanks in advance,

    Mark

     

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