After closing a financial year, you want to make sure that before you import new data from Common Ledger, all of your opening balances for the next financial year are accurate.
Follow the steps below to make sure your opening balances are correct when rolling over a financial year.
Login to Sage HandiLedger
Select your client
Highlight the prior financial year - e.g 1 Jul 14 to 30 Jun 15
Close the prior financial year
Select the financial year that you want to roll over to eg. 1 Jul 15 to 30 Jun 16
Check the trial balance to confirm opening balances
Import data from Common Ledger
Check the trial balance to confirm closing balances