finance Setup doubt

Business Central/NAV Developers Forum
1

Hi, Iam new to this forum this is my first posting.

My doubt is i have setup all the posting groups and every account that has needed for my client but where i struck is how to set up the amounts for the accounts what are the accounts i should post to start a new financial year from april 1st

Also what are the details i should take from my client to start the new financial year

Plz Help me Out iam in need badly

2

Hi John,

a couple of questions:

  1. What is your role in the company.
  2. What is your role in this project.
  3. Do you work for the NAV partner, or the end user.
3

Hello John - do you know Michael?

You post a general journal as of March 31st to create the opening balances. The details you should take from your customer depend upon what they want to see, but as a basis the following trial balance totals will probably be made up of the individual transactions you migrate - inventory asset, debtors, creditors, bank, depreciation.