Post Transaction to General Ledger
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When i click on "Post Transaction to General Ledger", it shows that "date is not in a started accounting period for source section". How can i deal with this?

Dear unknown user,

your used ERP5 system was configured in 2015, which means that it has an open Accounting Period from 01.01.2015 to 31.12.2015. In order to deal with this time difference there are two ways:

  • The easiest way is to date back all bills, orders and documents you create to the open accounting period (2015).
  • As an alternative you can choose to start a new Accounting Period and make sure it would not end during your training phase (e.g. 01.01.2019 - 31.12.2020). There is a little risk involved and maybe some of the documents or steps done in the tutorial may still count to the old Accounting Period as they were implemented before. So therefore any final results may be different than in the tutorial shown.

For further information on how to manage Accounting Periods please refer to:

How to Manage Accountin Periods

Best Regards.