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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to update new open...
Microsoft Dynamics AX (Archived)

How to update new opening balance in new fiscal year after closing balance been transferred?

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Posted on by Rebecca Lok 5

Hi,

For FY2018, I have transferred the closing balance to FY2019. However, our company external accountant came back to us with further adjustment, hence the current closing balance inf YF2018 and the opening balance in FY2019 is different. How do I update the difference between the two?

Thanks.

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,446 Super User 2026 Season 1 on at

    Hi Rebecca,

    You can run the transfer multiple times. Depending on GL parameters, it will delete the opening transactions and recreate them, including additional postings done in the old fiscal year or it will create appending transactions.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good morning Rebecca,

    Just post your adjustment in 2018 and then run the year end closing process again.

    This should do the job.

    Best regards

    Ludwig

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