Confirmation.com - How do I balance my prior year Trial Balance, after performing a year end close?

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users

FAQ

How do I balance my prior year Trial Balance, after performing a year end close?

Published:  23/04/2018
How do I balance my prior year Trial Balance, after performing a year end close?

  Answer:

This is caused when the current active period in the new year's file is not consistent with the prior year file. To correct this, follow the steps below:

  1. Click on Engagement | Properties
  2. Select the tab for Reporting Dates
  3. On the bottom right of the Reporting Dates dialogue, ensure that you Current Active Period is set to be the same as it was in the prior year file.
 
Rate this article: 
  (Popularity = 4/100, Rating = 0.0/5)

   Related Articles

How to import the trial balance from MS Excel to Caseware? Principles of mapping the trial balance Getting Started | Mapping the trial balance Audit International | 08 Map the Trial Balance view all...


   Search Results

Audit International | FAQ | Why is document 520E not showing any risks recorded in the file? Probe | In 10.50, why is there an incomplete meetings option, for the question “Were meetings with shareholders and directors held? Caseware Cloud & SmartSync | Unpacking cloud collaboration with webinar FAQs FAQs on the application of Value-Added Tax (VAT) to Confirmation transactions How to resolve a utilities script error on Integration of Financial Statement Components view all...



Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2025 | All Rights Reserved