Choose the go-live date
The go-live date is the first day your books and stock run on Bizconnekt. It is set once per business unit by an organisation admin.
Quick add
- In the admin console go to Configuration › Finance › Accounting Period.
- In Go-live dates, pick the Stock start date. The Accounting go-live date follows it.
- Click Save go-live dates, then Set go-live in the dialog.
Done. The Go-live dates section shows your day and who set it.
Full guide
Who and where
Only an organisation admin sees and changes the dates; others see "Only an organisation admin can see and change the go-live dates." The date is per business unit, so set it in each one. Until a date is set the page says "Not set. Nothing is restricted until you set a date."
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Stock start date | Yes | Your opening stock is counted on this day. No stock can move before it. |
| Accounting go-live date | Shown only | Your books start this day. For now it is always the same day as the stock start date. |
When the date locks
You can correct the date until the first stock or accounting entry is posted on or after it. Opening balances count as postings, so setting one locks the date. From then on the page shows Locked and lists the entries that locked it (Ledger, Document, Number, Date). The screen has no button to clear a date.
A save is refused, with the documents listed, when something is already posted before the new date, or when old documents would end up on or after it. If you have already posted live documents with no date set, choose a day on or before the earliest of them.
What changes on either side
| Before the date | On and after the date | |
|---|---|---|
| Invoice, bill, receipt, payment, credit note, debit note | Accepted as old documents: no books, no stock | Post normally |
| Other posting documents (journals, expenses, goods receipts, delivery challans, returns, stock adjustments) | Refused | Post normally |
| Stock movements | Refused | Allowed; the day itself carries the opening count |
| Quotations, orders, masters | Not restricted | Not restricted |
The go-live day is a normal posting day. A different feature, the period lock, closes the books after the fact; old documents are exempt from it.
On the mobile app
The date is set in the admin console only. The phone reads it, so old-document notices appear. Same on iPhone and Android.
Scenarios
Problems and fixes
The date section is locked
Something is posted on or after it. Void or remove the listed entries, including opening balances, then change the date.
Save refused: documents posted before this date
Pick a day on or before the earliest listed document.