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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.
 
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