Open Forum

I've recently taken over a company that uses GP 2015.  There were several batches that I recovered from Batch Recovery - all contained journal entries from the prior year.  The journal entries in the batches were basically inventory adjustments of a few cents to a few dollars.

Obviously I cannot post to a closed year, so I am not sure of the best way to clear these old batches:
1) Delete the batch?  How do I do this?
2) Post to the current period? How can I reset the JE's in the batch to today's date?

I'm not worried about the financial effects of posting now or removing since the total is quite minor, so I just want to clear them in the easiest way possible.

Thanks for any advise,
Rick


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Richard Roen
Seeds by Design
Willows CA
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I would assume the entries were made with another batch at that time, and delete the old batches.
You can delete by going to Batches under Transactions in the Financial Module. Use the magnifying glass to pull up the batch, and just hit delete.

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Katie Graves
Director of Accounting
Illinois Credit Union System
Naperville, IL
GPUG Chicago Chapter Leader
------------------------------

Original Message:
Sent: Oct 04, 2019 06:54 PM
From: Richard Roen
Subject: Batches dated in prior year

I've recently taken over a company that uses GP 2015.  There were several batches that I recovered from Batch Recovery - all contained journal entries from the prior year.  The journal entries in the batches were basically inventory adjustments of a few cents to a few dollars.

Obviously I cannot post to a closed year, so I am not sure of the best way to clear these old batches:
1) Delete the batch?  How do I do this?
2) Post to the current period? How can I reset the JE's in the batch to today's date?

I'm not worried about the financial effects of posting now or removing since the total is quite minor, so I just want to clear them in the easiest way possible.

Thanks for any advise,
Rick


------------------------------
Richard Roen
Seeds by Design
Willows CA
------------------------------

Thanks Katie!

------------------------------
Richard Roen
Seeds by Design
Willows CA
------------------------------

Original Message:
Sent: Oct 07, 2019 10:09 AM
From: Katie Graves
Subject: Batches dated in prior year

I would assume the entries were made with another batch at that time, and delete the old batches.
You can delete by going to Batches under Transactions in the Financial Module. Use the magnifying glass to pull up the batch, and just hit delete.

------------------------------
Katie Graves
Director of Accounting
Illinois Credit Union System
Naperville, IL
GPUG Chicago Chapter Leader

Original Message:
Sent: Oct 04, 2019 06:54 PM
From: Richard Roen
Subject: Batches dated in prior year

I've recently taken over a company that uses GP 2015.  There were several batches that I recovered from Batch Recovery - all contained journal entries from the prior year.  The journal entries in the batches were basically inventory adjustments of a few cents to a few dollars.

Obviously I cannot post to a closed year, so I am not sure of the best way to clear these old batches:
1) Delete the batch?  How do I do this?
2) Post to the current period? How can I reset the JE's in the batch to today's date?

I'm not worried about the financial effects of posting now or removing since the total is quite minor, so I just want to clear them in the easiest way possible.

Thanks for any advise,
Rick


------------------------------
Richard Roen
Seeds by Design
Willows CA
------------------------------