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Hello,
I'm working with Odoo 11 CE currently and I'd like to close the fiscal year 2019 and move assets to the opening balance of 2020. For example: in 2019 I have assets and assets depreciation on the balance sheets. How can I transfer the amount of these accounts to 2020?
In previous Odoo versions there was an end of year wizard which did the magic but this option seems to be deleted.
Hi Wyzte,
From V11 onward, you can move the balance to the next year by configuring account types.
Accounting -> Configuration -> Account Types
Tick "Bring Accounts Balance Forward", and system will automatically brought the balance into next year
Regards,
Ivan
Someone an idea? :-D
Any help is very much appreciated!
Thanks & Regards,
Wytze Jan Riedstra
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Someone an idea? :-D
Any help is very much appreciated!
Thanks & Regards,
Wytze Jan Riedstra
I am looking for the same. If you got any solution for fixed asset opening balance transfer, let me know.
Thanks in Advance
Hi Rinto!
I have indeed a solution. It is quite simple: at first I generated the balance sheet based on a date range (e.g. January 2019 - December 2019). For the balance sheet of 2020 I started the date range on January 2020 but this was not OK. If you create a balance sheet from the start of your accounting (so since you started using Odoo) until the current date, you see the correct value of the assets.
For the assets you have to configure them to 'Bring Accounts Balance Forward' as Ivan mentioned below.
I hope it helps!