# Transfer Balances Functionality

**URL:** <https://www.epiusers.help/t/transfer-balances-functionality/76370>\
**Category:** Epicor ERP 10\
**Tags:** epicor\
**Created:** [March 8, 2021, 1:19pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370 "2021-03-08T13:19:21Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![littlesistersba](https://www.epiusers.help/user_avatar/www.epiusers.help/littlesistersba/32/47909_2.png) [@littlesistersba](https://www.epiusers.help/u/littlesistersba)\
**Post date:** [March 8, 2021, 1:19pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/1 "2021-03-08T13:19:21Z")

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Hello everyone,

We are attempting to use the transfer balances functionality from 2020 to 2021. Whenever we bring up the page it shows 2020 to 2022. Shouldn’t it show 2021 instead?

We do have fiscal calenders created through 2022, if that possible is the cause?

ANy insights appreciated. Thanks!

![image](https://www.epiusers.help/uploads/default/original/3X/e/5/e538bafdaf0f7364a1060ca4c803064c43622c38.png)

![image](https://www.epiusers.help/uploads/default/original/3X/7/5/75d226e6999e01c01384cf4c4c964a5eee2244bb.png)

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**Author:** ![Sarah\_Buckland](https://www.epiusers.help/user_avatar/www.epiusers.help/sarah_buckland/32/15886_2.png) [@Sarah\_Buckland](https://www.epiusers.help/u/Sarah_Buckland)\
**Post date:** [March 8, 2021, 3:46pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/2 "2021-03-08T15:46:27Z")

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If you leave the default for “Transfer” to “Individual”, then change Previous to Current, that should change your From & To years.

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**Author:** ![Joseph\_Martin](https://www.epiusers.help/user_avatar/www.epiusers.help/joseph_martin/32/16359_2.png) [@Joseph\_Martin](https://www.epiusers.help/u/Joseph_Martin)\
**Post date:** [March 8, 2021, 4:33pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/3 "2021-03-08T16:33:54Z")

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You can do what Sarah said, or you can delete the 2022 fiscal year setup and then the Previous to Current should show 2020 to 2021. From what I have seen it uses the highest fiscal year as the To Fiscal Year.

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**Author:** ![littlesistersba](https://www.epiusers.help/user_avatar/www.epiusers.help/littlesistersba/32/47909_2.png) [@littlesistersba](https://www.epiusers.help/u/littlesistersba)\
**Post date:** [March 8, 2021, 4:37pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/4 "2021-03-08T16:37:48Z")

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Hi Sarah, Thanks for replying.

I did try that but it still left the 2022 in there.

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**Author:** ![littlesistersba](https://www.epiusers.help/user_avatar/www.epiusers.help/littlesistersba/32/47909_2.png) [@littlesistersba](https://www.epiusers.help/u/littlesistersba)\
**Post date:** [March 8, 2021, 4:38pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/5 "2021-03-08T16:38:07Z")

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Thanks Joseph, we will give this a shot and let you know.

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**Author:** ![littlesistersba](https://www.epiusers.help/user_avatar/www.epiusers.help/littlesistersba/32/47909_2.png) [@littlesistersba](https://www.epiusers.help/u/littlesistersba)\
**Post date:** [March 10, 2021, 4:34pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/6 "2021-03-10T16:34:32Z")

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Hi Joseph,

Thanks for the help. Do you know if this process somehow runs on its own or gets kicked off by the system automatically somehow?

I noticed when reviewing that the balances were already moved, and wondering how that happened. Strange.

Thanks  
Pete

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**Author:** ![todd.mcgregor](https://www.epiusers.help/letter_avatar_proxy/v4/letter/t/a183cd/32.png) [@todd.mcgregor](https://www.epiusers.help/u/todd.mcgregor)\
**Post date:** [March 10, 2021, 8:13pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/7 "2021-03-10T20:13:57Z")

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Hi Pete,  
Check the setting in Book Maintenance under the Future Opening Balances dropdown.

 ![image](https://www.epiusers.help/uploads/default/original/3X/5/e/5e59f08ac9c2ffe2c1cd226b6374675d952f8573.png)

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<div class="post-metadata">

**Author:** ![littlesistersba](https://www.epiusers.help/user_avatar/www.epiusers.help/littlesistersba/32/47909_2.png) [@littlesistersba](https://www.epiusers.help/u/littlesistersba)\
**Post date:** [March 11, 2021, 8:45pm UTC](https://www.epiusers.help/t/transfer-balances-functionality/76370/8 "2021-03-11T20:45:31Z")

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Hi Todd, Thanks for replying. That was it - Thanks so much!