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I now have 12 periods in a fiscal year. But i need to create a financial report for Q2/2014. That means i made a wrong decision setting up the administration. Can i change from months to quarters or is there another way of creating tax views for quarters when you have set up months as periods?
Thank you very much for your replies!
Hello Jeroen Hermans,
My 1st question would be "did you made any transactions yet, like paying invoices etc etc"? If yes then my solution wont be useful. As per my understanding we cannot convert montly to quarterly periods .If try to do so it will throw constrain error.
So Following steps should be useful to build quarterly periods-
1. Go to accounting->configuration->periods->periods->Delete all your periods of particular Fiscal year i.e 12months in your case.
2. Now Go to accounting->configuration->periods->fiscal year->for same Fiscal year click on 3months period button
3. Now quarterly periods successfully created.
You may have monthly periods to post journal entries, and quarterly periods to financial report, chart taxe, etc.
Accounting - Configuration - Fiscal Years
Click in 2014
In column "Period Name" click in "Add an Item"
- Period Name: Q1/2014
- Code: Q1/2014
- Star of Period: 01/01/2014
- End of Period: 03/31/2014
- Opening/Closing Period: TRUE <----!!!
[Save & Close]
Ok, i figured this out and i wanted to document this for future reference.
I am still using months as periods for posting entries in the journals, but when i go to Accounting ‣ Reporting ‣ Generic Reporting ‣ Taxes ‣ Taxes Report i can select the months (periods) that need to be in that report. That totally solves my specific problem. Thank you for your support!
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|Asked: 7/25/14, 3:21 PM|
|Seen: 2264 times|
|Last updated: 3/20/16, 9:35 PM|