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Best practices for GL-revaluation of opening transactions

  • 1.  Best practices for GL-revaluation of opening transactions

    Posted Mar 11, 2021 09:04 AM
    #Finance #Admin #Functional #FinanceandOperations

    Does any of you have some best practices regarding GL-revaluation of opening transactions?

    The GL-revaluation considers all unsettled transactions, opening transactions included. ​And that will give a wrong balance amount in accounting currency and reporting currency.​​​​​​​​

    The issue appears when transactions in the new year are settled with transactions from previous year. Then the transactions in the new year will not be revaluated, but the opening transactions are not settled, and therefore revaluated.

    In our opinion the amount to be revaluated should be the opening transactions +/- the transactions in the new year.

    But maybe there is something we don't understand...

    I have attached some documents with more information.

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    Claus Caspersen
    System Specialist
    Danish Refugee Council
    Copenhagen
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