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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 11.1. Forward Update Accounts | ||
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 | 11. Utilities |  |
The Forward Update utility forward-updates account balances from the first accounting period when an account is used all the way forward to the current period. This utility is only available if your site is configured to manually forward-update trial balances. If your site has automatic forward-updating turned on, then this utility will be hidden from view. To manually forward-update multiple accounts at one time, go to . The following screen will appear:
When forward-updating revenue and expense accounts, keep in mind that the system will automatically reset the beginning balances for these account types to $0 at the start of a new fiscal year.
When forward-updating multiple accounts, you are presented with the following options:
Select to forward-update all G/L accounts.
Specify the G/L account whose trial balance you want to display.
Specify the account type whose accounts you want to forward-update.
The following selections are available: asset, liability, expense, revenue, and equity.
The following buttons are unique to this screen:
Select to forward-update accounts, using the specified parameters.
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| 11. Utilities |  | 11.2. Duplicate Account Numbers |