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Transfer of Inventory to a New Period

Why are inventory cards not visible in the new accounting period?

Written by Lenka Haringerová

This is likely because you did not perform a warehouse transfer after creating the new accounting period. This can be done as follows:

1. Go to Accounting - Initialize Next Accounting Period (can be repeated),

2. Check the Perform Warehouse Transfer option — this will transfer the current state of warehouse items to the opening balance of the new accounting period,

3. Confirm the change by clicking OK.

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