Create a simulation of losses

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One of the main advantages with running a simulation of G/L balance account losses with printout of a control list is, that you can check the result before update and control that all exchange rates exist. Note: If you do not run a simulation, and there are errors (missing exchange rates), then the update will not be performed. You will instead get an error list.

  1. Select the Revalue G/L account balances menu item.
  2. You access G/L balance account revaluation where you make your selections. The following fields can be used for selections and control when you run a simulation:

    Selection

    Account number
    These fields offer you the ability to select individual accounts, a range of accounts, or a combination of accounts for your revaluation. You can, in addition to this, use masking for selection.
    Transaction currency
    Enter values for transaction currencies if you only want to revalue certain currencies.
    Balance period
    The system proposes the actual period as the balance period. (This will also be the accounting period for the G/L transactions.) You can change to any other open period if you want to have a new base for your revaluation.

    Click OK.

  3. You access G/L balance account revaluation with further selection fields.
  4. Specification

    Exchange rate period and level
    Enter the exchange rate period and level which will be used as comparison when calculating the gains and losses.
    Revalue gains
    Set to YES if you want to calculate gains. Set to NO if you want to calculate losses only, which applies here.
    Revalue losses
    Indicate if you want to calculate losses.
    Simulation
    Set to YES since you will be running a simulation before update.

    Click OK, after you have filled in the information, to start the simulation. You can check the result based on the G/L balance account simulation list before you do the update.

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