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How do I change Account Opening Date and/or Balance?
Topic starter
30/09/2022 10:46 pm
How do I change Account Opening Date and/or Balance?
To change your Account Opening Date and Balance navigate to Setup>Manage Accounts>select Account>Edit>change opening balance and date as required>Save Changes
Note: If your account opening balance date is in a prior financial year you will need to temporarily change your Financial Year-End date to an earlier year that includes (or is earlier than) the current and new Opening Date [Setup>Organisation]. Remember to reset the Financial Year-End back to the current year when completed.
Please see this Help page for more details on Account Opening Balances.
This topic was modified 2 years ago 2 times by CT Support
This topic was modified 12 months ago by Admin
This topic was modified 8 months ago by CT Support
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