This is documentation about the page Räkenskapsår that you can reach by clicking Bokföring > Räkenskapsår in the left sidebar. Here you can see fiscal years and view and change their details, including the ability to close and open accounting periods. You can also import SIE files and create new fiscal years.
Buttons on the page
You can find the following buttons on this page:
Importera SIE-fil
Please read the following article for information on how to import a SIE file.
Skapa räkenskapsår
Here you can create a new fiscal year. It can be a current fiscal year or a previous fiscal year that you want in the system. The current fiscal year must be mapped to Dooer's chart of accounts.
Visa
When you open a fiscal year by clicking on the button Visa, you get an overview of the fiscal year and can further see your accounting periods and have the opportunity to set opening balances. You can also close the year for bookkeeping here when you are finished with the annual accounts.
Tab: Räkenskapsår
Here displays an overview of the fiscal year's period and any SIE files that have been imported into the year.
Button: Radera importerade bokningar
You can delete an imported SIE file by clicking on Radera importerade bokningar for the file you want to remove. When you click here, vouchers that were created when the file was imported are removed.
Tab: Redovisingsperioder
Here the accounting periods for the fiscal year are displayed, and you can close and open periods by clicking on the dots to the right.
Tab: Ingående balanser
This function is used to change and set opening balances for a fiscal year. This may be relevant if you lack a correct SIE file for previous fiscal years and instead set opening balances based on the latest annual accounts. Keep in mind that opening balances are set per the first date in the fiscal year.
FAQ
Can I continue bookkeeping in a voucher series that I imported from a previous accounting program?
No, your previous voucher series is marked as external, and new vouchers are created in a new voucher series.
Can I import vouchers into a series other than the A-series?
Dooer currently only supports import into the A-series for the current year with remapping.
How do I change the date for the fiscal year?
You can change your fiscal year dates like so:
- Go to the page Räkenskapsår.
- Click on the Visa button for the fiscal year you want to update
- Click on the link Redigera datum on the far right and follow the instructions
How can I merge, split or extend a fiscal year?
Any of these operations can be done manually on the page Räkenskapsår if, and only if, no bookings (vouchers) have been added that prohibits the operation. In reality, this is often the case and thus these operations must then be performed by Dooer's technical support (which you can contact like this).
How two fiscal years are merged (with vouchers):
- Vouchers from the latter of the two fiscal years are moved from series A to B.
- The series B vouchers are then moved into the merged fiscal year.
How one fiscal year is split (with vouchers):
- Alternative #1: Vouchers in the new (split) year will be re-indexed.
- Alternative #2: There will be gaps in the voucher numbers of the new (split) year.