Afraid we are still working through this issue. Based on our discussions, I suspect the pitfall in this proposed solution is that the May-Dec/2018 pe...

Thanks Lindsay. So in example mentioned, I am interpreting that we could perform the above procedure any time between May and December.

OK, thanks Tim. Is it fair to suggest this could be done either now (start of short year), or at change in control "year-end". Know our VAR is also ...

Thanks again, Shawn. I agree all transactions (including A/R invoices) will be allocated to a project once we turn on the project module. The struct...

For now, only in GL account, but hoping to turn on the project module as of next month. Hoping this opens up reporting options.

Shawn, I realized I neglected to reply - my apologies for lengthy delayed response. The impetus for this inquiry is bank reporting. We are margining...

Thanks to Gabriel for the support. An updated version of velixo needed to be installed and the local cache had to be deleted. Working now.

As a related question, I can now reference the account (thanks to the above posts), but doesn't seem to return the expected turnover result. Please s...

Thanks Shawn - this is helpful.