Fixing period dates for large amount of transactions
I won’t get into how, but we have mistakenly had this months tax period setup as a 13th month on last years tax year (this month should be month 1) .
My current plan for correcting this is to
- Do a saved search for all transactions in that period (getting into some high numbers),
- Creating the tax period for year 21/22
- Export the search
- Change periods from current to the first period of the 21/22 year
- Re-upload on a per transaction type via csv
Does anyone have a better solution for this process?