Automatic Balancing (tfgld6202m000)

Use this session to automatically reverse balances in profit and loss accounts so that the total profit or loss amount is zero when LN creates the new opening balance sheet.

If the Balancing Method is Individual with Closing Balance, the balances of non profit and loss accounts are also be reversed. Therefore, all accounts have zero balance.

You can execute this session only if all existing batches of the current fiscal year have been finalized.

Field Information

Company

The current company number for which the session is executed.

Fiscal Year

The current fiscal year.

Transaction Type

Enter a journal transaction type.

Description

The description of the transaction type.

Transaction Entry Date

The transaction date.

Default value

The current date.

Statutory document

Enter a document number for balancing statutory transactions.

Default value

The first free document number.

Complementary document

Enter a document number for balancing complementary transactions.

Default value

The first free document number.

Document Date

The document date.

The date on which the document for the reverse entries of the balances in the profit and loss accounts is created.

Fiscal Period

The fiscal period.

Default value

The fiscal period based on the entered transaction date.

Reporting Period

The reporting period.

Default value

The reporting period based on the entered transaction date.

Tax Year

The tax year.

Tax Period

The tax period.

Transaction Reference

The reference linked to all transaction lines.

Batch Reference

The batch reference that describes a group of transactions.