Financial statement is not getting Exported.
1. The user needs to generate the report first and then will be allowed to download the generated report for both Draft and Final Statement.
2. By clicking on the down arrow the user can navigate to the screen below and download reports in required formats.
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Getting the error "Please finalize data for the previous year before trying to load data for this year" when clicking "Load assignment"
This happens when you have imported data for a financial year and are trying to move to the next year without finalizing the previous year data. To finalize the data for a particular financial year: 1. Select company and Financial year 2. Click "Load ...Previous year numbers are not displayed in comparative statement
The check box for previous year data for each sub-head has to be selected by selecting the checkbox " Prev year data applicable?" which is in the "Configure Subheads" screen. By selecting the checkbox the user can ensure the previous year numbers for ...How do I finalize data for a particular year?
1. Select Company and Financial year 2. Click "Load Assignment" 3. Click "Generate Final Statement" , once the report is generated the user will see the button for Account finalization active. 4. Click "Finalize Latest version" to finalize the ...Unable to reset password
Getting the below error message while trying to reset password. Solution: Password needs to have an upper case, lowercase and a number.Unable to load assignment for the next year.
Finalize the previous year data as follows. Generate Final Statement -> Generate Report -> Finalize latest version Once finalized, mapping changes or reimport data is not possible.