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BalansixFinal Accounts

Why are comparative figures missing from the final accounts?

Troubleshoot missing comparatives in Balansix Final Accounts by checking opening data, prior-year figures, period setup and mapping.

Final Accounts
Short answerWhat to checkWhy it happensStepsFAQs

Short answer

Comparatives come from the client’s prior-period accounting data or opening comparative setup. If they are missing, confirm that the previous-year figures were brought in and mapped to the current statutory presentation.

What to check first

Work through these before changing the accounting recordConfirm the current accounts period is correct.Check whether comparative figures were imported with the opening data.Review prior-year and statutory mapping.Check whether this is genuinely a first period where comparatives are not expected in the same way.Confirm the selected entity and framework presentation.

Why this happens

Opening balances establish the brought-forward balance sheet position, but comparative profit and loss/statutory figures may require their own prior-period data. A current-year TB alone cannot reconstruct every prior-year disclosure.

Steps to resolve it

  1. Open the client’s opening or comparative setup.
  2. Compare imported prior figures with the signed previous accounts or agreed source.
  3. Review mapping for lines that show a current figure but no comparative.
  4. Correct the comparative source and mapping and regenerate the accounts.
  5. Retain the source used to establish the prior-year figures for review evidence.

What to avoid

Keep the audit trail intact. Do not copy the current-year amount into the comparative column simply to fill the presentation. Comparative figures must come from the actual prior period.

Frequently asked questions

Are opening balances the same as comparative figures?

Not entirely. Opening balance sheet amounts roll into the current period, while statutory comparatives can also include prior-year profit and loss and disclosure information.

Can I import comparatives when moving from another accounts package?

Yes, the migration or opening workflow should bring in the agreed prior-period information needed for the first Balansix accounts.

What source should I use for comparatives?

Use the signed or approved previous accounts and agreed accounting records, subject to any documented restatement or correction.

Still need help?

Contact Balansix Support with the client, module, period, what you expected and what happened. Avoid sending passwords or unrelated client secrets.