Invoices to post in new fiscal year before current year end closed

Hi, I am having trouble going into 2014 to enter sales invoices now  The 2013 year end is not ready to be closed off yet.  I have gone into Settings, Company and System and made the setting to allow transactions 30 days in the future.  It still wll not let me.

Does this have anything to do with Payroll?

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  • 0

    If payroll is not involved then it is ok to start a new fiscal year and continue to post into 2014 year. You will still be able to post in the 2013 year as well. You do not want to clear out old data. You may want to do a backup prior to moving into the 2014 year.

    Once you have finished your 2013 yearend then you can go into settings to check box to not allow transactions prior to Jan1/14.

  • 0 in reply to Smith and Co

    I have used the payroll module to post commissions.  I cannot use a date in 2014, it won't let me.

  • 0 in reply to h.jeanne

    Hi H.jeanne,

    If 2014 is part of your current fiscal year, you will advance your calendar year by going to Maintenance, Start New Year and select Calendar Year.  Please keep in mind that after you advance to new calendar year of 2014, you will not be able to do autopayroll in 2013.  If you still have to do autopayroll in 2013, create a copy of your data file by going to File, Save As.  Then, use the copy to advance to new calendar year and post your 2014 transaction on that copy.  When you actually advance your true data file to 2014, you can post back the transaction to the true copy.  

    If 2014 is your next fiscal year, you also go to Maintenance, Start New Year, but you will choose Fiscal Year.  As per smithco's suggestion, you can still post to your 2013 fiscal year.  Please do not worry.    

    Hope this helps.  

Reply
  • 0 in reply to h.jeanne

    Hi H.jeanne,

    If 2014 is part of your current fiscal year, you will advance your calendar year by going to Maintenance, Start New Year and select Calendar Year.  Please keep in mind that after you advance to new calendar year of 2014, you will not be able to do autopayroll in 2013.  If you still have to do autopayroll in 2013, create a copy of your data file by going to File, Save As.  Then, use the copy to advance to new calendar year and post your 2014 transaction on that copy.  When you actually advance your true data file to 2014, you can post back the transaction to the true copy.  

    If 2014 is your next fiscal year, you also go to Maintenance, Start New Year, but you will choose Fiscal Year.  As per smithco's suggestion, you can still post to your 2013 fiscal year.  Please do not worry.    

    Hope this helps.  

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