Company AND ADMINISTRATION
Fiscal year rollover for document sequences
Fiscal year rollover for document sequences helps you manage your alpha and numeric sequences with easy year end transitions, improved organization, and enhanced transaction matching.
Details
No more worrying about running out of sequences or manually resetting them at the start of each fiscal year. Fiscal year rollover automates the process, ensuring a smooth transition and uninterrupted record-keeping.
You'll clearly see your transaction matches year after year. Fiscal year rollover keeps your sequences distinct for each fiscal period, making it easier to identify and match transactions within the same year.
You'll also get a transparent picture of your data with year-specific sequences. Analyze trends and compare activity across fiscal years more effectively with neatly organized sequence data.
How it works
Create a document sequence on the Company > Document sequence page, then configure the area of Intacct in which you want to use the document sequence that includes the fiscal year rollover.
- Go to Company > Setup > Settings > Document sequences and select the + sign.
- Enter the required fields, and any other information you want included in your document sequence.
You can use fiscal year rollover with both Numeric and Alpha sequences.
- Select the Enable sequence fiscal year rollover checkbox.
When selected, the fiscal year end for your company is displayed, as well as the day the rollover was enabled for this sequence. - Select how you want the fiscal year to be appended to your document sequence:
None: When selected, the fiscal year will not appear in your document sequence.
Prefix: When selected, the fiscal year is added as the Rollover prefix to your document sequence, followed by an editable Separator field.
Suffix: When selected, the fiscal year is added as the Rollover suffix to your document sequence, preceded by an editable Separator field.
- Save your changes.
When fiscal year rollover is enabled, the next 10 years of document sequences with corresponding fiscal years are displayed. The year field is not editable.
For more information about document sequence fields, see Document sequences for IDs.
Requirements
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type | Business user |
| Permissions |
Document sequence: List, View, Add, Edit |
| Dependencies or other requirements |
At this time, you will also need a subscription to:
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