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Posting a missed cash receipt(2024) to closed 2024 Sales/AR module

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Posted on by RG-02012347-0

Hello, we closed Sales/AR for 2024 on 1/1/25 ---AR found unrecorded cash receipt for Dec. 2024. Can I open up Sales/AR module, for Dec 2024 --and go ahead and enter/post it then close the module again? Financial is still open.

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Devon Southall 97 on at

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Posting a missed cash receipt(2024) to closed 2024 Sales/AR module

Are you saying you closed Sales in the Fiscal Periods window? -- if so, yes, uncheck, post what you need then recheck.

if you are saying you ran the "Year End Close" under routines -- then you can STILL post to the prior year (that is controlled by the Fiscal Periods) it is just that this new transaction will be included in the current year summary numbers on Smartlists, inquiry windows and some reports. There is no way to fix that, easily. do NOT "re-close" here or you will lose all of your numbers. (this routine just takes the current year field's numbers and moves to prior years fields, and resets the current year fields to zero.)

does this make sense?

Best,

Devon
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Bharath jain 803 on at

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Posting a missed cash receipt(2024) to closed 2024 Sales/AR module

Hi,

Yes, you can open the period and post the transaction and close the period.

Note: It will have impact on reports

Regards,

Bharath Jain
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Lone Gru 4 on at

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Posting a missed cash receipt(2024) to closed 2024 Sales/AR module

Hi RG

You can open up the period to do it, however, before doing it, create a group that AR and ad the user, who should do it and then only open for that group. In that way you avoid any other postings in the period. (Like if you have a batch job running that is set to post something in AR on the "next open date").

Best regards

Lone

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