All features

GL Opening Balance Import

Load opening general-ledger balances from a template when starting a new fiscal year.

Overview

Load opening general-ledger balances from a template when starting a new fiscal year. This capability is built into PerfectoERP’s modern web application—consistent across modules, governed by your security settings, and ready for day-to-day operations.

Key highlights

  • Template for opening balances
  • Validate all rows before posting

What's included

Template download and upload
Validate then post in one transaction
Leaf accounts with no prior activity

Demo login

Username:demo
Password:12345