ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Accounting >> P&L prior to 2 years past
http://www.istechforum.com/YaBB.pl?num=1149188257

Message started by Doughmakers on 06/01/06 at 10:57:37

Title: P&L prior to 2 years past
Post by Doughmakers on 06/01/06 at 10:57:37

I need to run a P&L for the first 6 months of '03. However, there is only options for current year, one year, or two year past.

Using DBA Classic v.2004.1 with ISTS update 5/25/05.

What can I do?

Title: Re: P&L prior to 2 years past
Post by JNAPIER on 06/01/06 at 12:08:43

Well at this point you can't do it in DBA. What I do prior to running year end is to create a new company copying from the company files and calling it TWI-05 and so on. That way I can go back as far as needed by opening up that Co. I don't know if you could do it in access or crystal, never tried. If so it would be a very difficult process.

John

Title: Re: P&L prior to 2 years past
Post by David Waldmann on 06/02/06 at 05:01:13

I have no recollection of how I did it, but I copied my existing company to a new one, and then somehow reverted to an earlier period and had it recalc stuff. Like I said, I have no recollection of how I did it. I think Lynn guided me. The key is to copy your existing company to a new one and work with the new one, so that if something doesn't work out it's not a big deal.

Now I do as John suggests, and make a copy every year so I can go back if I need to.

Title: Re: P&L prior to 2 years past
Post by JNAPIER on 06/02/06 at 07:49:21

David,

I was thinking of trying that. A copy of current Co. and reset year end to year needed. Than maybe recalc COA ?

John

Title: Re: P&L prior to 2 years past
Post by David Waldmann on 06/02/06 at 12:57:29

It was something like that, but more than just recalc COA I believe. Seems like it was an off-menu utility. But like I said, do it in a non-essential copy and the worst you can do is waste some time ::)