Hello,
How can I continue the balances from 2024 to 2025? When I change the dates, Manager does strange things I don’t understand.
I need to account from January 1, 2025, to July 14, 2025, and Manager is returning data from 2024.
Is it possible to automatically close all balances in 2024 and start them in 2025?
Thank you,
No idea what the third screen shot is
It’s to show that I set the start date to 2025 and it’s pulling data from the 2024 period.
The Balance Sheet always reports on an “as at” basis and that is why it shows all transactions on drill down. It reports the balance of an account if there is no transactions for that account in the current period.
The Profit & Loss Statement reports for the specified period and therefore will only show transactions for the period that you specify.
Hello,
Should the Treasury ask me for a balance sheet period?
There is no such thing as a Balance Sheet period - A Balance Sheet report is always at one date.
All transactions from the start of the business up to and including the Balance Sheet date are included in the Balance Sheet figure
