Difference between revisions of "Translations:New year 2016 545/3/en"

=== » What does the alternative ”Update OB at new transactions in previous years” mean? ===

<br />

If the box is checked, the same parameter will be checked in Base registers/GL/Parameters, tab Registration.

<br />

<br />

{{ExpandImage|545EN-grafik1.png}}

<br />

<br />

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.

If an OB record for some reason not can be updated, a notification about it is creates.

The notifications are shown as a link in the bottom right corner of the Marathon screen.

<br />

<br />

{{ExpandImage|545EN-grafik6.png}}

<br />

<br />

You can also choose to receive the notifications by e-mail. Settings for that are available unde rthe cog wheel → Settings, tab Notifications.

<br />

<br />

{{ExpandImage|545EN-grafik3.png}}

<br />

<br />

Please note that the automatic update only concerns OB and periodical allocations (accruals).

Other changes in the previous years such as accounts, cost centres and -objects, etc. shall be updated manually with the function Update OB, which is located in Backoffice: Bookkeeping/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 Update OB -function.

<br />

<br />

If you choose not to check the box “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 Backoffice: Bookkeeping/Accounting year and periods. Select year and click on Update OB. Check the records you wish to update and click on 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.

<br />

<br />

{{ExpandImage|545EN-grafik7.png}}

<br />

<br />

=== » I activated the parameter “Update OB at new transactions in previous years”, but when I register accounts in the previous year I cannot see them in the new year? ===

<br />

The automatic update only concerns OB and periodical allocations (accruals). Other changes in the previous years such as accounts, cost centres and -objects, etc. shall be updated manually with the function Update OB, which is located in Backoffice: Bookkeeping/

Accounting year and periods.

<br />

<br />

=== » I didn't activate ”Up date OB at transactions in previous year” when I created new accounting year. Can I undo that? ===

<br />

Yes, you can check the parameter in Base registers/GL/Parameters, tab Registration. Note,

that if you activate automatic update after you&apos;ve already registered transaction in the previous year, these records must be updated manually with the Update OB -function.

<br />

<br />

=== » I receive a message ”Could not save: Open a new year first in the company with global chart of accounts” when I try to save my new accounting year? ===

<br />

{{ExpandImage|545EN-grafik8.png}}

<br />

<br />

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).

<br />

<br />

=== » I receive a message ”Could not save: Account for previous year's profit/loss missing in Base registers/GL/Parameters”? ===

<br />

{{ExpandImage|545EN-grafik9.png}}

<br />

<br />

Earlier the account for previous year&apos;s profit/loss was not mandatory in Marathon, it was shown on account 2999. Now the account has to be there. Register the account in Base registers/GL/Accounts and writ e it in the field for “Account for previous year&apos;s profit/loss” in Base registers/GL/Parameters, tab Other. The account does not have to have number 2999.

<br />

<br />

=== » I receive a message ”Could not save: Account for previous year&apos;s profit/loss missing in the chart of accounts”? ===

<br />

{{ExpandImage|545EN-grafik10.png}}

<br />

<br />

There is an account in the field “Account for previous year's profit/loss” in Base registers/GL/Parameters, tab Other, that is not in the chart of accounts. Register the account in Base registers/GL/Accounts or select another one from the chart of accounts.

<br />

<br />

=== » I created a new accounting year that I now want to delete. How do I do that? ===

<br />

Open the latest year and click on Delete.

<br />

<br />

{{ExpandImage|545EN-Bild5.png}}

<br />

<br />

=== » How do I change year in Classic? ===

<br />

By pressing the F8 key and the letter B.

<br />

<br />

[[Category:NewYear-545-SE]] [[Category:Manuals]]