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How to Open New Outstanding Items and Account Card When Fiscal Year Close Has Been Performed

How to Open New Outstanding Items and Account Card When Fiscal Year Close Has Been Performed

 

 

Having started using PANTHEON with the current year, it is recommended to use the procedure for overview of new outstanding items and account cards.

First manually enter an opening entry or multiple opening entries.

 

After entering opening entry, go to Settings | Program | Document Types and open a new document type.

Here you enter ID, short name, full name and document type (in this case 300) for closing expenses and income accounts.

After entering new document type, go to Financials | Year-end | Fiscal Year and create a new record of fiscal year close. Set initial and the last date of the current year. Approve new record by clicking the tick button in taskbar.

Having entered required data, click Journal Entries and check Add Opening.

 

Select entry and click Add Opening.

After finishing this, save the document and close the program. By re-opening there will be available new account card and new outstanding items records.

 

 

 

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