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Este texto se hace referencia a la versión del programa 6.2  

Settings in the System module - Fiscal Years

Books by HansaWorld has a multi-year database: it can contain accounting transactions from more than one Fiscal Year. You must define a Fiscal Year using this setting before you can post transactions to it. Each year must have a Code, and can be between 6 and 18 months in duration.

To open this setting, ensure you are in the System module and click the [Settings] button in the Master Control panel. Then, double-click 'Fiscal Years' in the 'Settings' list. To save changes and close the window, click the [Save] button. To close the window without saving changes, click the close box.

You should always list your Fiscal Years in chronological order as shown in the illustration below. You should not attempt to insert a new Fiscal Year at the top of the list, and you should not remove past Fiscal Years. You should not make any changes to a Fiscal Year once a transaction has been posted.

The Code will be used as a prefix for the Transaction Numbers of the Transactions that you enter directly to the Transaction register in the General Ledger. For example, referring to the illustration below, Transaction 1 dated during 2010 appears as "2010.1" in the 'Transactions: Browse' window:

If you need to produce a report in the General Ledger in which you want to report on a range of Transactions, you should include the Fiscal Year prefix in the range. For example and referring to the illustration above, reporting on the range "2010:1:2010.3" would result in a list of the Transactions from January 2010.

As you cannot post a transaction whose date does not fall in a Fiscal Year as defined in this setting, it is recommended that you only add Fiscal Years one at a time as you need them. This will help prevent accidentally saving transactions in future years.

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In this chapter:

• Introduction
  

• Types of Setting
  

• Settings in the General Ledger
  

• Settings in the Payables module
  

• Settings in the Receivables module
  

• Settings in the System module, including:
  
  • Access Groups
    

  • Company Date and Numeric Format
    

  • Company Info
    

  • Configuration
    

  • Conversions - Master, Conversions - Accounts
    

  • Conversions - Master, Conversions - Contacts
    

  • Conversions - Master, Conversions - Vendors
    

  • Fiscal Years
    

  • Form Settings
    

  • Global Warnings on UnOKed Records
    

  • Internet Enablers
    

  • Locking
    

  • Optional Features
    

  • Reporting Periods
    

  • Round Off
    

  • User Warnings on UnOKed Records
    

  • Values in Text
  
  
• Settings in the Technics module
  

• Settings in the User Settings module

Go back to:

• Home page for Books by HansaWorld manual

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