New year - Quick guide - Revision history

TR at 06:49, 22 December 2021

2021-12-22T06:49:29Z

TR at 16:06, 15 December 2017

2017-12-15T16:06:05Z

TR at 12:42, 19 July 2017

2017-07-19T12:42:36Z

JGE at 15:10, 28 December 2016

2016-12-28T15:10:04Z

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2016-11-30T09:35:21Z

Marked this version for translation

TR: Created page with "FORCETOC = New year = This quick guide describes briefly the setup of a new accounting year in Marathon. For more information, please see the manual ”New Y..."

2016-11-30T09:33:46Z

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= New year =

This quick guide describes briefly the setup of a new accounting year in Marathon. For more information, please see the manual ”New Year in Marathon”.

* Create the new accounting year in {{pth|System|Base registers/General/Company}}. Select the company and click {{btn|Open}}. In the page GL you see all accounting years activated so far. Click on {{btn|New year}} to add a new year and save.

* If your company is connected to reports or account charts in another company, these must also be updated with new accounting year. Check in {{pth|System|Base registers/GL/Parameters}}, tab {{flik|Other}} and fields {{fld|”Company for global chart of accounts”}} and {{fld|”Company for global report generator}}” if your company is connected

* Transfer balances from previous year, in the own company and in Z or ZZ, in {{pth|Accounting|Transfer from previous year}}. Select period To. The year you are changing from will thus also be changed. Select the records that shall be transferred (normally all), and start the transfer.

It is important to transfer chart of accounts so that you can post suppliers' invoices in the approval watch list. The transfer can be made as many times as you want, only new transactions will be transferred.
A report will show what has been transferred and possible errors. Correct the errors and make a new transfer if necessary.

* Update bank holidays in {{pth|System|Base registers/PL/Bank holidays}}, hence the automatic payments will not be made on a bank holiday. Update bank holidays for both both the new year and the following year.

* Add a calendar for the new year in {{pth|System|Base registers/PRO/Calendar}}. Select {{btn|New}}, write in year, calendar number and name should be the same as last year (if you enter a new number, you must open each employee record and change the calendar number). In the field {{fld|hours/day}}, write in amount of expected working hours per day and press {{btn|enter}}. All months will now get the same expectancy per day.In the tab {{flik|Working days}}, select which days are work days and which are holidays. Select {{btn|Import standard}} to fetch the standard calendar for the new year. Full working day is 1,00, half day 0,50 and free day 0,00.

[[Category:NYQ-BAS-EN]]
[[Category:Manuals]]
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-* Create the new accounting year in {{pth|System|Base registers/General/Company}}. Select the company and click {{btn|Open}}. In the page GL you see all accounting years activated so far. Click on {{btn|New year}} to add a new year and save.
+* Create the new accounting year in {{pth|Accounting|Accounting year and periods}}. Click on {{btn|New}}. Save. A report will show eventual errors. Correct the errors and make a new transfer if necessary.
 <!--T:4-->
-* If your company is connected to reports or account charts in another company, these must also be updated with new accounting year. Check in {{pth|System|Base registers/GL/Parameters}}, tab {{flik|Other}} and fields {{fld|”Company for global chart of accounts”}} and {{fld|”Company for global report generator}}” if your company is connected
+* If your company is connected to reports or account charts in another company, e.g. Z or ZZ, these must also be updated with new accounting year. Check in {{pth|System|Base registers/GL/Parameters}}, tab {{flik|Other}} and fields {{fld|”Company for global chart of accounts”}} and {{fld|”Company for global report generator}}” if your company is connected. You will also see if the company is connected to any other company when you update the OB.
 <!--T:5-->
-* Transfer balances from previous year, in the own company and in Z or ZZ, in {{pth|Accounting|Transfer from previous year}}. Select period To. The year you are changing from will thus also be changed. Select the records that shall be transferred (normally all), and start the transfer.
+* If you are not using the automatic update of OB, you have to transfer the balances from previous year in the own company in {{pth|Accounting|Accounting year and periods}}. Select the records that shall be transferred (normally all), and start the transfer.
 <!--T:7-->

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 <translate>
-= New year =
+= New year = <!--T:1-->
 This quick guide describes briefly the setup of a new accounting year in Marathon. For more information, please see the manual ”New Year in Marathon”.
 * Create the new accounting year in {{pth|System|Base registers/General/Company}}. Select the company and click {{btn|Open}}. In the page GL you see all accounting years activated so far. Click on {{btn|New year}} to add a new year and save.
 * If your company is connected to reports or account charts in another company, these must also be updated with new accounting year. Check in {{pth|System|Base registers/GL/Parameters}}, tab {{flik|Other}} and fields {{fld|”Company for global chart of accounts”}} and {{fld|”Company for global report generator}}” if your company is connected
 * Transfer balances from previous year, in the own company and in Z or ZZ, in {{pth|Accounting|Transfer from previous year}}. Select period To. The year you are changing from will thus also be changed. Select the records that shall be transferred (normally all), and start the transfer.
 It is important to transfer chart of accounts so that you can post suppliers&apos; invoices in the approval watch list. The transfer can be made as many times as you want, only new transactions will be transferred.
 A report will show what has been transferred and possible errors. Correct the errors and make a new transfer if necessary.
 * Update bank holidays in {{pth|System|Base registers/PL/Bank holidays}}, hence the automatic payments will not be made on a bank holiday. Update bank holidays for both both the new year and the following year.
 * Add a calendar for the new year in {{pth|System|Base registers/PRO/Calendar}}. Select {{btn|New}}, write in year, calendar number and name should be the same as last year (if you enter a new number, you must open each employee record and change the calendar number). In the field {{fld|hours/day}}, write in amount of expected working hours per day and press {{btn|enter}}. All months will now get the same expectancy per day.In the tab {{flik|Working days}}, select which days are work days and which are holidays. Select {{btn|Import standard}} to fetch the standard calendar for the new year. Full working day is 1,00, half day 0,50 and free day 0,00.
 [[Category:NYQ-BAS-EN]]
 [[Category:Manuals]]