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Updating after rollovers

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Author	Topic: Updating after rollovers
msandell unregistered	posted 05-23-2003 11:04 AM Our office holds off as long as we can doing rollovers because of the large amount of tax data that we enter from 1099's etc. that are not received until February and later each year. But we also pay bills for family members, so we can't postpone rolling over for very long. The problem is that updating balances does not update budget numbers, data for prior year comparisons on the income statement, and also does not seem to update corrections to number of shares in a stock, etc. All of this information must be re-entered into the new year, which is very time consuming. IP: Logged
fni_support Moderator	posted 06-09-2003 05:43 PM Thank you for posting your suggestion. The Product Development team will add this to the list of enhancements for future FN versions. IP: Logged
msandell unregistered	posted 09-08-2005 06:51 AM I am currently posting partnership income per the K-1's for 2004 to FN for individuals and updating balances in 2005. I am reminded that FN does not correctly update the cost basis in the A/L screen. Has that been addressed in the new version? Our current version is 8.1.5 IP: Logged
David Administrator	posted 02-25-2008 04:12 PM Look for updates in Navigator 9.0 that will address some of these requests. -David FNI Technical Support IP: Logged

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