Under Settings > Accounting > Financial years, the balance can be entered for open financial years using the 3-point menu.
It is important that there is no difference shown in the pre-entry balance.
If a difference is detected, the amounts must be manually adjusted/corrected so that active and passive totals (assets and liabilities) correspond.
In the case of passive totals/liabilities, the amounts may not be recorded with a minus (sign), as this would otherwise distort the total.
Transfer balances from previous year
It is also possible to transfer the balances from the previous year. The function can be used several times for active and open financial years.
The prerequisite is a paid subscription, which you can purchase via the Swiss21 portal, or if there is an active connection to Abacus Financial Accounting.
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