Accounting: Moving a Transaction to a Different Period is Now More Versatile

A change to allow moving GL transactions to a different fiscal period, even if sales tax or inter-company involved has been made.

Many General Ledger transactions can now be readily moved to another fiscal period in the same current fiscal year, including Inter-Company and Sales Tax transactions.

This enhancement applies to both Astra and G2.

To Test this New Mobility, users will go to G2 Accounting> General Ledger> Update Journal Entries, left-click on the Display Transactions tab, and enter an existing GL Transaction # (such as 4993-1 below) that has been Posted to the General Ledger.

If the account has a Source Code of AP, APC, APCV, APO, APPV, ARC, ARIV, ARP, ART, J. JA, PA, PADJ, PGC or RJ, select a Move To Period that is different from the Posted Period, and finally, the user click on the Move button next to the Move To Period field. This routine should be allowed. 

Moving a Transaction

In Astra, in Menu 9-6-11, find a transaction with a Source Code of AP, APC, APCV, APO, APPV, ARC, ARIV, ARP, ART, J. JA, PA, PADJ, PGC or RJ in this fiscal year and have the user move the transaction to another fiscal period in this fiscal year. This should be allowed.

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement