Entering a beginning balance date

Follow these instructions to enter the date for the beginning balances that you enter into Ajera. Typically, you would enter the date of your last reconciled trial balance.

To enter a beginning balance date

1. From the > Setup menu, click Company > Preferences.
2. On the General tab, in the Beginning Balances box on the upper right of the window, enter the date of your beginning balances.

Note:

When you later finish entering all your beginning balances, you select the Complete check box to make the beginning balances unavailable for all employees except the administrator.

3. Click Save.