Forum Discussion

Clearmount's avatar
Clearmount
Contributing User
4 years ago
Solved

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.

Tracey_H's avatar
Tracey_H
Former Staff

Hi Clearmount 

 

Thanks for your post. So that I can better assist can you please clarify if you are using the Import/Export assistant or Accountant Link? If your company file is online you can invite your accountant to access your file to save you having to export the data. I'll give you some help articles with detailed information that may help with your issue:

 

Provide information to your accountant

Invite a user to an online file

 

If you still need help please do let me know how you are doing that export.

 

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

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,

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

      Many thanks in advance,

      Mark