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ISTech Support Forum
http://www.istechforum.com/YaBB.pl Evo-ERP and DBA Classic >> Accounting >> Income statement http://www.istechforum.com/YaBB.pl?num=1127848406 Message started by bnothstine on 09/27/05 at 11:13:26 |
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Title: Income statement Post by bnothstine on 09/27/05 at 11:13:26 We are still using DBA Classic version 2004.1. Can you go back and print income statements prior to 2 years back? I need to compare the last 3 years not including our current year but this is not an option? Anyone else had this problem? Thanks, Sarah |
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Title: Re: Income statement Post by JNAPIER on 09/27/05 at 12:02:06 Nope. Not even with the newest ISTS update. John |
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Title: Re: Income statement Post by Lynn Pantic on 09/27/05 at 15:57:06 Never say never... You can do it (even in Classic DBA without IS Tech updates) but it is a convoluted process requiring creating a new company that is a copy of the current company, setting the fiscal year back and recalculating the Year End Closing entries to P&L accounts and the chart of accounts. |
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Title: Re: Income statement Post by David Waldmann on 12/08/05 at 08:53:48 Lynn Pantic wrote:
Can you provide a little more detail? |
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Title: Re: Income statement Post by Lynn Pantic on 12/08/05 at 11:03:17 After you reset the fiscal year date back in AD-A (and ignore the message telling you not to do so) run UT-K-D, then UT-A GLEREDO. |
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Title: Re: Income statement Post by David Waldmann on 12/09/05 at 05:16:15 Well, I messed it up somehow. I had already set the fiscal year back and UT-K-D'd the entire COA. Everything at that point looked OK when I printed a P&L and Balance Sheet. When I did GLEREDO the screen was not "readable" - the meaning of the date fields were not obvious, so I accepted the default dates it put in - maybe that's my problem? My real company obviously has 2005 as current, 2004 as 1-Year-Past and 2003 as 2-Years-Past. When I copied to a new company and reset the fiscal year everything looked fine. It showed 2002 as 2-Years-Past and 2003 as 1-Year-Past. I'm not sure whether Current Year was right or how it was handled because I really didn't care - all I wanted was 2002. When I ran GLEREDO I believe the entries were as follows (I didn't write them down): Your current fiscal year ending date is 12/31/04 Last Year 12/31/03 (no desc) 12/31/02 - I assumed this was Two years ago (no desc) 12/31/01 - didn't know what that was, but figured it was right. When GLEREDO completed it said to post the entries in GL-O. However, when I tried to select them, it said for each one that they had an invalid dates of 12/31/02, and to go to GL-P and edit the date to a valid one. Also, AD-A shows current Fiscal Year start date is 1/1/05. ??? It's only a copy, so I can re-do it as many times as necessary, thankfully! |
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Title: Re: Income statement Post by Lynn Pantic on 12/09/05 at 06:20:07 You do need to post the entries back to the prior dates. AD-A should still show the old date, you can change it again if necessary. You also (one step I forgot) need to change the GL Close Data in AM-A so you can post the old entries. However, if the retained earnings looks correct after UT-K-D then you don't need to do the GLEREDO at all. |
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Title: Re: Income statement Post by cathyh on 12/09/05 at 07:34:59 This won't help you now but for future reference- and I got this idea from someone on this forum a while back and I don't remember who- at the end of each fiscal year, after making your last entry for the past year, make a copy of your company for future availability of older records. I didn't do this the year before, so like you I don't have records available for 2002 ( unless I go through what you are!), but I did it last year (complete years 2004 &2003) and I plan to do this as part of every year end procedure. I save a it to a file on the server so that I don't have to keep it in DBA where it might get (accidentally, I hope!) messed with. |
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Title: Re: Income statement Post by David Waldmann on 12/09/05 at 08:38:47 cathyh wrote:
Yeah, on my first post about the problem (different thread) I mentioned that that is now in my plans as well. Don't know what I'd do without this forum between Lynn and other users ideas! |
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Title: Re: Income statement Post by JNAPIER on 12/09/05 at 08:46:21 David Waldmann wrote:
Here Here. ::) |
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Title: Re: Income statement Post by cathyh on 12/09/05 at 11:21:05 Double Ditto for me also! :-* |
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Title: Re: Income statement Post by Lynn Pantic on 12/09/05 at 14:30:45 Come to Phoenix in February, we can share ideas in person!!! :D |
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