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 accounts , the system indicates to the user that the financials have been frozen . However , the "Finalize Latest Version" button is replaced with "Unfinalize Statements"
5. The system allows the user to Unfinalize the accounts and make changes to the accounts if required.
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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 ...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.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 ...What is "Autocorrect", will it make changes to my Tally data?
No. Autocorrect will only skip some vouchers with errors while EXPORTING the JSON. It will not make any changes to the Tally dataTally data should not have a ledger called "Reserved and Surplus" as this is a keyword in Assure AI.
Tally data should not have a ledger called "Reserved and Surplus" as this is a keyword in Assure AI. If there is one, rename it to something else, as it is a keyword in AssureAI. Then export Tally data and reimport JSON.