Why are certain Attributes not being picked up in Year End Rollover?

The attributes included during the Year End Rollover are controlled by the configuration in Environment Defaults. If certain attributes are not appearing in the rollover journals, it is likely because they have not been added to the Period Handling settings.

1. Check the Year End Rollover Attribute Settings

1. Navigate to Environment Defaults.
2. Go to Period Handling.
3. Locate the Year End Rollover Attributes field.
4. Add any required attributes into this field.
5. Save your changes.

Only the attributes listed here will be carried forward into the Year End Rollover journals.

2. If the Year End Has Already Been Run

If you have already processed the Year End before updating the attributes, you can rerun it.

Steps to rerun the Year End:

1. Abandon the existing Year End journals that were created.
2. Navigate to the Financial Year.
3. Ensure the Year End Rollover checkbox is unticked.
   • This unlocks the year and allows you to run the rollover again.
4. Reprocess the Year End once the settings have been updated.