How to add an opening balance documents on the basis of the previous period balances
To add an OB document on the basis of the previous period balances follow these steps:
- In tab Accounting, click [Opening Balance]
- Click [Transfer Previous Period Balances] button in the List button group. A list of documents from the previous period balances will be opened
- Mark selected documents and then click [Save as Unconfirmed] or [Confirm] in the Actions button group
- The added documents will appear on the list of OB documents