Hi Chris: Historical entries as a function is used to enter invoices which are still unpaid as at the date of the conversion. If you are starting to use Sage 50 Canadian as at your fiscal year start (August 01, 2018) then you would have an amount recorded in the A/R of $22,987 (fictitious amount) and the History mode lets you enter invoices, creating the A/R sub ledger, for the same dollar value. This way the GL account for A/R and the A/R sub ledger will be in balance. Prepayments, partial payments are also entered through history mode to get the accounts to balance. The A/P sub ledger is created in the same manner to balance with the A/P account and the prepaid expense asset account. If all of these accounts are not in balance then you can not go out of History mode. More to your immediate concern you cannot change calendar year or fiscal year as long as the History mode is still turned on. 

When you indicated that you have entered everything up to December 31, 2018 I would be wondering at what date you are converting to this program and why you would be entering so much data in History mode. You will need to enter the pertinent data for A/R and A/P prior to the date of the GL balances you are entering as at the start date.

Hope this helps

Hi Alwyn,

thank you for the reply.

We're just going to start live as of Feb 1 (yes a bit late). Entering all sub ledger entries to Dec 31st ( outstanding A/R & A/P) and then want to enter January info but that's where I'm unable go to January in the entries. Have performed year-end function and can sign on to January but no entries allowed in January. Are you saying I should enter my A/R and A/P balances in as of Dec 31st and then try? 

Chris 

If you are starting in February, 2019 to go live then the accounts should have all be set up with balances as of February. By doing this with the dating set as February 2019 then you would not have run into the concern of the fiscal year change. I have not run into this directly as I have not crossed a year end in set up other than to add the history detail which will take over the year end. I am not certain how to advise you further or if there is a way to get around the concern. I would suggest talking to Sage Support but try to get to a second level with specific experience in setting up many companies.

Good luck in finding a result. I will be following to see if you post the result of discussion and if there is a way to salvage what you have and move ahead. 

Talked to second level support and I restored to an earlier backup before calendar year was changed and had to reset the "Earliest Transaction" to Feb 1, 2019.