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I'm a new user of Dynamics. And was told by Consultant that in order to run any Jan 2019 reports, must first close year 2018. Which seems hard to believe. Typically year-end books are kept open for around 3 months, until our Audit Report is issued.
Is there a known workaround ? Would closing the month of Dec, but not the year, enable me to generate Jan 2019 reports ?
Thanks.
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The only place where this would truly apply would be in the General Ledger. You cannot post GL transactions to future periods, so if December GL is not closed, you will not be able to run Detailed GL or Trial Balance reports that would be accurate. AP/AR modules, etc. you can still get meaningful reporting for 2019 fiscal year.
Having said that, the module closing process in Dynamics SL is a "soft" close, which means you can still have the December GL period available to post audit adjustments, etc. (depending on your GL Setup options, and the version of Dynamics SL you are running).
Hi,
I'm not an expert on how SL manage end of year versus reports but I tend to agree that you must close the year before being able to do something else.
I'm from Canada and all the places I've seen, the accounting is doing more hours to close the year asap to be able to continue normal business after on. I know that many report will be using the current period which may be stuck in 2018 until the year is closed.
Hope this will help, maybe that I don't see something and someone else will complete my reply.
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