Viewing Group Status

In this function you can monitor the reporting process. The report may be printed even when the status function is disabled. You can view reporting status on groups and companies.

Status Details

In the Group Status window, under Company Status you can view when a status change happened on a submission and who made the change. Time, date and user name is displayed. This information is included if you choose to print the Group Status information.

Rules for Reporting Status

There are some rules that must be followed in order to allow you to set the reporting status for groups. The reconciliation is executed according to the definitions in the General Configuration, tab Reconcile.

  • If the reconciliation is to be performed by a particular journal type or closing version, you must set it as default on the General Configuration - tab Reconcile. If you change the journal type or closing version in the Group/Reconcile/Between Accounts/Opening Balances window, the reconcile report will show that the selections are not according to the settings in the General Configuration, and that the status will not be updated.
  • The reconciliation options Active/Passive, Between Accounts and Opening Balances must be reconciled at the same time.
  • Differences in active/passive will only be accepted if the Ignore Balance check box is selected for the period/submission in the Submission - Define window.
  • Largest accepted differences is only applicable to the reconciliation options Between Accounts and Opening Balances.