Forum Discussion

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 ...
  • 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])

Steven_M's avatar
Steven_M
Former Staff

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. 

    • Sam_P's avatar
      Sam_P
      Experienced Cover User
      5 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

      • Komal_S's avatar
        Komal_S
        MYOB Moderator
        5 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. 

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