New year in Marathon/en - Revision history

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TR at 10:42, 29 November 2022

2022-11-29T10:42:09Z

TR at 10:41, 29 November 2022

2022-11-29T10:41:47Z

TR at 10:41, 29 November 2022

2022-11-29T10:41:37Z

TR at 10:41, 29 November 2022

2022-11-29T10:41:14Z

TR at 13:10, 25 November 2022

2022-11-25T13:10:41Z

TR at 12:50, 25 November 2022

2022-11-25T12:50:13Z

TR at 12:46, 25 November 2022

2022-11-25T12:46:26Z

TR at 12:24, 25 November 2022

2022-11-25T12:24:41Z

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 Other changes in the previous years such as accounts, cost centres and -objects, etc. shall be updated manually with the function {{btn|Update OB}}, which is located in {{pth|Accounting| Accounting year and periods}}.If you activate automatic update after you&apos;ve already registered transaction in the previous year, these records must be updated manually with the {{btn|Update OB}} -function.
-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.
@@ Line 68: / Line 68: @@
 {{ExpandImage|NY-BAS-EN-Bild7.png}}
-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}}”? ==

@@ Line 3: / Line 3: @@
 = New year in Marathon =
 = New accounting year in Marathon =
-{{ExpandImage|NY-BAS-EN-Bild1.png}}
+{{ExpandImage|NY-BAS-EN-Bild5.png}}
-{{ExpandImage|NY-BAS-EN-Bild2.png}}
+{{ExpandImage|NY-BAS-EN-Bild6.png}}
 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.
 A warning in the list can look like this:
@@ Line 31: / Line 23: @@
 In the example above there is a balance on account 1220 without cost centre. The balance will be transferred without cost centre.
-After correcting the reported errors you can make a new transfer. It is done in Accounting:  Accounting year and periods; select year and click on 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.
-{{ExpandImage|NY-BAS-EN-Bild4.png}}
+{{ExpandImage|NY-BAS-EN-Bild3.png}}
 = Bank free days =
 = Calendary =
-Create calendars for different working time measures in Base registers/PRO/Calendar.
+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}}.
 = Frequent questions =
@@ Line 102: / Line 94: @@
 [[Category:NY-BAS-EN]]
 [[Category:Accounting]]

@@ Line 33: / Line 33: @@
 After correcting the reported errors you can make a new transfer. It is done in Accounting:  Accounting year and periods; select year and click on Update OB.
-{{ExpandImage|NY-BAS-EN-Bild3.png}}
+{{ExpandImage|NY-BAS-EN-Bild4.png}}
 = Bank free days =

@@ Line 18: / Line 18: @@
 # Save.
-{{ExpandImage|NY-BAS-EN-Bild1.png}}
+{{ExpandImage|NY-BAS-EN-Bild2.png}}
 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.

@@ Line 11: / Line 11: @@
 = New accounting year in Marathon =
-{{ExpandImage|NY-BAS-EN-Bild5.png}}
+{{ExpandImage|NY-BAS-EN-Bild1.png}}
 New accounting years are created in Accounting: Accounting year and periods.

@@ Line 44: / Line 44: @@
 # Click New and write in the year, same calendar number as before and name (if not, you must do the change in the employees' records in Base registers/Pro/Employees). Example: If your full time calendar number this year is 1, it has to be number 1 also the next year.
 # Write in amount of expected working hours per day in the field Time/day.
-# In the tab Working Days, you can click 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.
+# In the tab Working Days, you can click 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. Save the calendar.
 = Frequent questions =