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Closing month using incorrect year.

Tconolan
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Australia
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Closing month using incorrect year.

Wee have a client who has closed the 2021 year indicating that the last month is July.

Hence, they now have a file that indicates 13 periods with a year end of July. NOT JUNE.

Trying to sync with AE client accounting is not working when trying to open workpapers.

 

Any advice on how to correct this issue? 

Is it an issue where we send the file to MYOB to fix? 

3 REPLIES 3
ChrisMYOB
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MYOB Moderator
MYOB Moderator

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Re: Closing month using incorrect year.

Hello @Tconolan 

 

You are able to change the last month when closing a financial year. 

If you have selected the wrong month, you will need to restore a backup of the file before the financial year was closed, so that you can enter the correct closing month. 

It is always recommended that you take a backup during this process, for the instances when a wrong date is chosen so that you are able to restore the backup and then close it with the correct month set.

I have linked our Help Article on changing the last month of a financial year.

Please let me know how you go. 

Kind regards,
Chris

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Tconolan
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10 Posts
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Australia
Partner

10Posts

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Re: Closing month using incorrect year.

Hi Chris

 

Thanks for your response.

 

What happens to the data post rollover. Does it have to be re entered?.

 

Tony

ChrisMYOB
MYOB Moderator
1,164 Posts
MYOB Moderator
MYOB Moderator

1,164Posts

80Kudos

135Solutions

Re: Closing month using incorrect year.

Hello @Tconolan 

 

As it is only changing the date, you will not need to reenter any data, as it won't delete any data. 

The only change to anything you would view would be the reports as it will then take the reporting periods to the new last month inputted. 

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

Kind regards,
Chris

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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