New year in Marathon - Revision history

TR at 07:01, 16 December 2025

2025-12-16T07:01:18Z

TR at 11:59, 5 December 2025

2025-12-05T11:59:07Z

TR: Marked this version for translation

2022-11-24T14:26:33Z

Marked this version for translation

TR at 14:26, 24 November 2022

2022-11-24T14:26:24Z

TR at 14:10, 24 November 2022

2022-11-24T14:10:14Z

TR: Marked this version for translation

2021-12-20T08:20:51Z

Marked this version for translation

TR at 08:20, 20 December 2021

2021-12-20T08:20:33Z

TR at 11:23, 25 November 2021

2021-11-25T11:23:28Z

TR at 11:19, 25 November 2021

2021-11-25T11:19:42Z

TR at 08:42, 25 November 2021

2021-11-25T08:42:52Z

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-If you choose not to check the box {{kryss|Update OB at new transactions in previous year}} and thus not the parameter either, you will have to update opening balances manually when working concurrently in two accounting years. The function is found in {{pth|Accounting|Accounting year and period}}. Select year and click on {{btn|Update OB}}. Check the records you wish to update and click on {{btn|Start}}. If there is a global company, where these records exist, it is mentioned in parenthesis. Change company under the cog wheel and make the update there instead.
+If you choose not to check the box {{kryss|Update OB at new transactions in previous year}} and thus not the parameter either, you will have to update opening balances manually when working concurrently in two accounting years. The function is found in {{pth|Accounting|Accounting year and period}}. Select year and click on {{btn|Update OB}}. Check the records you wish to update and click on {{btn|Start}}. If there is a global company, where these records exist, it is mentioned in parenthesis. Change company by clicking the Marathon icon at the top of the Marathon page and make the update there instead.
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-A company can be connected with another company&apos;s chart of accounts and report generator. If that is the case, you will have to open the new accounting year in that company first, and Marathon will show a warning if you are trying to save other companies before it. Change company under the cog wheel and create a new year in the global company for chart of accounts and report generator (in this case company ZZ).
+A company can be connected with another company&apos;s chart of accounts and report generator. If that is the case, you will have to open the new accounting year in that company first, and Marathon will show a warning if you are trying to save other companies before it. Change company under the Marathon icon at the top of the Marathon page and create a new year in the global company for chart of accounts and report generator (in this case company ZZ).
 == » I receive a message ”Could not save: Account for previous year&apos;s profit/loss missing in {{pth|System|Base registers/GL/Parameters}}”? == <!--T:42-->

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 [[Category:NY-BAS-EN]]
 [[Category:Accounting]]
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 Open the latest year and click on {{btn|Delete}}.
-== » The time report has green days, even if no hours are reported ==
+== » The time report has green days, even if no hours are reported == <!--T:56-->
 You must create a calendar for the new year, read more in the chapter Calendar in this manual.

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	Open the latest year and click on {{btn\|Delete}}.		Open the latest year and click on {{btn\|Delete}}.
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		+	== » The time report has green days, even if no hours are reported ==
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		+	You must create a calendar for the new year, read more in the chapter Calendar in this manual.
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 Create calendars for different working time measures in {{pth|System|Base registers/PRO/Calendar}}. Click {{btn|New}} and write in the year, same calendar number as before and name (if not, you have to do the change in the employees&apos; records in {{pth|System|Base registers/Pro/Employees}}. Write in amount of expected working hours per day in the field {{fld|Time/day}}.
 In the tab {{flik|Working Days}}, you can click {{btn|Import standard}} to import a standard calendar. Fill in which days that are working days and which are not. A working day is expressed as a digit with two decimals. A complete working day is 1,00, half day is 0,50 and a free day is 0,00. This enables different calendars for different working time measures.
 You can copy working days from a calendar to another, as long as it is in the same year. Remember to change hours per day and the name after copying.
 '''See more detailed descriptions in themanual for Calendar '''

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 There are three things you have to do at the time for a new year; Create new accounting year, create new table for bank free days and a new calendar for time reporting. This is a description of the different steps.
-= New accounting year in Marathon =
+= New accounting year in Marathon = <!--T:54-->
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 You can copy working days from a calendar to another, as long as it is in the same year. Remember to change hours per day and the name after copying.
 '''See more detailed descriptions in themanual for Calendar '''

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-= New accounting year in Marathon = <!--T:1-->
+= New year in Marathon = <!--T:1-->
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-New accounting years are created in {{pth|Accounting|Accounting year and periods}}. Click on {{btn|New}} and ensure that the suggested start- and stop dates are correct. If the final period shall be another than the one stated, e.g due to prolonging, it can be overwritten. Select if the opening balances from previous year shall be updated automatically. Tick in or off the box {{kryss|Update OB at new transactions in previous year}}. Save.
+New accounting years are created in {{pth|Accounting|Accounting year and periods}}. Click on {{btn|New}} and ensure that the suggested start- and stop dates are correct. If the final period shall be another than the one stated, e.g due to prolonging, it can be overwritten. Select if the opening balances from previous year shall be updated automatically. Tick in or off the box {{kryss|Update OB at new transactions in previous year}}. We recommend that you keep the box checked. Save.
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-When the new accounting year is saved, the following records are transferred to it: OB, periodical allocations (accruals), chart of account, cost centres, cost objects, dimensions, automatic postings, cost estimate templates, voucher templates, automatic allocations, report templates, posting templates, VAT classes and voucher number series. Possible errors are shown on an error report, but only as warnings. If account, cost centres or cost objects are missing, they will be created in the new accounting year.
+When the new accounting year is saved, the following records are transferred to it: OB, periodical allocations (accruals), chart of account, cost centres, cost objects, dimensions, automatic postings, cost estimate templates, voucher templates, automatic allocations, report templates, posting templates, VAT classes and voucher number series. Possible errors are shown on an error report, but only as warnings.
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-In the example above the balance on account 1220 will be transferred to the new year, but without assignment to cost centre.
+In the example above there is a balance on account 1220 without cost centre. The balance will be transferred without cost centre.
 <!--T:11-->
-If you want, you can correct the reported errors and make a new transfer. It is done in {{pth|Accounting|Accounting year and periods}}; select year and click on {{btn|Update OB}}.
+If you want, you can correct the reported error.The correction affects the OB automatically, if it is set in GL/Parameters. If the parameter not is set, a new transfer is necessaryin Accounting year and periods by selecting the year and klicking on Update OB.
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-Update bank holidays for the new year and the following year in {{pth|System|Base registers/PL/Bank holidays}}. This enables the automatic payments to function.
+Update bank holidays for the new year and the following year in {{pth|System|Base registers/PL/Bank holidays}} so that payment dates will be correct in file payments.
 = Calendary = <!--T:20-->
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 You can copy working days from a calendar to another, as long as it is in the same year. Remember to change hours per day and the name after copying.
 = Frequent questions = <!--T:24-->

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 Activating the parameter means that the OB will be updated automatically when a new transaction is registered in the previous year. Thus you don&apos;t need to update OB manually when working in two accounting years concurrently.
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