Finance Accounts

Q. 1915 :- How to Transfer account balances to next financial year?

Solutions :- For account transfer one most important point needs to be remember that if you want to transfer account balances of 2019-20,you have to create first 2020-21 financial year.
After this you have to login from 2019-20yr and then only you will be able to transfer account balances from 19-20 to 20-21
Click on Master > Click on account master > Transfer to Next Year > select site of which site you want to transfer account balances to next financial year > click on transfer.
After successful transfer go in account module and in report section check ledgers. There you will find the transfer balances as OPB. <''>*Their are 2 option given a. Want to transfer accounts, closing balances. B. Transfer with So you can transfer account balances as per your requirements.

Last Updated on - 4/1/2020 1:48:29 PM

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