What should be considered in Heeros accounting when the fiscal year changes?
In accounting, it is necessary to consider the following when the fiscal year changes:
- Recording of results - read more here
- Financial statements - read more here
- Balance sheet and financial statements - read more here
- Tax forms - read more here
- Possible change in voucher numbering - read more here
NOTE! The Accounting Balance Sheet Template 2020 is based on the Business accountant's chart of accounts and does not work as is for users of the Property or Association's chart of accounts. You can change the reports printed in the balance sheet and create your own balance sheet templates. Read more about changing reports here.
How do I modify the data rising for the balance sheet breakdown?
The way the balances of accounts are to be shown on the balance sheet breakdown is influenced by the settings regarding the balance sheet breakdown set behind the account
Therefore, please check the following information behind the account. (Please note that the choices open osre and open myre are not in use.)
Read more about balance sheet breakdown settings here
Can I use a financial statement prepared for another company?
You can copy the financial statement you prepared for use by other companies.
A template for the financial statement is made by first selecting the financial statement from which the copy is to be taken. At this stage, it is good to pay attention to the name of the financial statement and name it clearly.
Then select the button Copy as financial statement template. The program will then confirm the desired action. The copying is confirmed with the Ok button.
The financial statement is then available as a template in the same Menu's companies, from which a copy can be taken when creating a new financial statement.
Read more here.
How do I add an Excel table I've created to the financial statement?
Copy the table from Excel and then paste it onto the financial statement row using the Paste button.
Copy the table to the window that opens and confirm with the Ok button.
Note! You can import the material you have prepared in Word using the Paste as text file function in Word.
How do I get the financial statement I've prepared in Word/Excel?
Save the financial statement normally in PDF format on your computer.
Then open the Word/Excel program and open the saved file using the Open file function