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Automatic update Year to date when rolling year in BFM

Currently when we roll the financial year in BFM, system does not auto calculate YTD figures. One has to manually open each job in BFM for the system to recalculate YTD figures. I raised a case and asked if this could be done automatically and I was advised that this could not be done and you have to open every single job in BFM for it to recalculate. Please could this be done automatically when rolling the year or at least have a utility to run the recalculation.

  • Susan Jacobsohn
  • Apr 27 2025
Company Thermosash
I need it... 6 months
  • Attach files
  • Admin
    Andrew Tucker commented
    28 Apr 00:31

    yes it shouldnt be Let me investigate.
    Cheers
    Andrew

    *Andrew Tucker | **Sr Product Manager APAC*

    *Trimble Viewpoint*

    *D:* +61 2 9492 4100 | *C:* +61 416 209 722

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  • Susan Jacobsohn commented
    28 Apr 00:27

    Hi Andrew

    I forgot to mention that I suspect that the June Year end is hard coded in the script and because we have a March year end it does not do this for us.

    Regards
    Susan


    Susan Jacobsohn
    Senior Cost Accountant

    D: +64 9 443 9833
    M: +64 21 852 038
    [ http://www.thermosash.co.nz/ | www.thermosash.co.nz ]

    158 Central Park Drive, Henderson
    Auckland 0610, New Zealand
    PO Box 100-340, North Shore,
    Auckland 0745, New Zealand
    P: +64 9 444 4944
    F: +64 9 444 4886

  • Susan Jacobsohn commented
    28 Apr 00:24

    Hi Andrew

    Thanks for getting back to me on this. Below is the case number

    32503479

    Regards
    Susan


    Susan Jacobsohn
    Senior Cost Accountant

    D: +64 9 443 9833
    M: +64 21 852 038
    [ http://www.thermosash.co.nz/ | www.thermosash.co.nz ]

    158 Central Park Drive, Henderson
    Auckland 0610, New Zealand
    PO Box 100-340, North Shore,
    Auckland 0745, New Zealand
    P: +64 9 444 4944
    F: +64 9 444 4886

  • Admin
    Andrew Tucker commented
    27 Apr 23:39

    Hi Susan,
    That doesn't sound right. Let me follow up with the team and investigate
    further.
    Could you please email me directly with the case number.
    Hope you are well.
    Cheers
    Andrew

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