Opening Balance Entry

Use this form to enter opening balances for suppliers when you are setting up a new Greentree system and have outstanding balances from your legacy system that must be transferred into Greentree Desktop.

Enter aged opening balances as at the beginning of the current period, or enter closing balances as at the end of the last period, and then close that period.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Supplier

Select the supplier for which the opening balance applies - the supplier must have been previously set up in Supplier Maintenance. You can use the supplier's code, alpha or name to select. The supplier's currency and rate defaults, in read-only format, when the supplier is selected.

Total

This field updates with the total value of the opening balance transactions entered for the supplier.

This field is read only.

Opening Balances

Enter opening balances into the table. You can enter more than one balance if necessary.