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Sam_P's avatar
Sam_P
Experienced Cover User
5 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's avatar
    Steven_M
    5 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])

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  • Steven_M's avatar
    Steven_M
    Former Staff
    5 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])

    • Sam_P's avatar
      Sam_P
      Experienced Cover User
      5 years ago

      Thank you Steven.

       

      Will the transactions stay visible in this report forever?

       

      Regards

      Sam

      • Komal_S's avatar
        Komal_S
        MYOB Moderator
        5 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. 

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