Tag: posting period error

Editing Posting Period in Bill

The client needs to edit the posting period of a transaction record using a specific role but finds that the Posting period field cannot be edited. Here is how to resolve the issue: Check Accounting Preferences: Navigate to Accounting Preferences. Under the General subtab, locate the field labeled “ALLOW TRANSACTION DATE OUTSIDE OF POSTING PERIOD”.… Continue reading Editing Posting Period in Bill

This Period has not been defined. error when opening Trail Balance report

When the user opens the trial balance report, the following error shows. “The accounting period range This Period has not been defined. Please visit ‘Setup > Accounting > Manage Accounting Periods’ to define this period or set up your year.” Solution – 1. Go to Home > Set Preferences 2. Go to Analytics tab 3.… Continue reading This Period has not been defined. error when opening Trail Balance report