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How do I change Account Opening Date and/or Balance?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 151
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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 1 year ago 2 times by CT Support
This topic was modified 6 months ago by Admin
This topic was modified 2 months ago by CT Support

   
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