Entering a new plan into Relius

[TPAnnie]

Has anyone ever had this problem? You enter a new plan into Relius (a takeover) and enter beginning account balances. When you try to post the gain for that year, you get an error message that it cannot post because there's a zero basis. The census account screen shows beginning dollars and units, but there's no beginning cost basis. Is this related?

This is a PS with 1 employer account and 2 rollover accounts, all cash.

[pmacduff]

sometimes... if you go to the "Processing Menu"; "Balance Update" and "Set Trade Date Field"...perform that function and then try and rerun your gain/loss allocation. It has worked for me before, but not always......hope this helps.

[Archimage]

If that suggestion didn't work, post exactly how you entered and posted the takeover balances and I may have some suggestions.

[TPAnnie]

We started playing with it before checking back here for answers, and ended up fixing it by doing the following:

Going to plan specs, allocation provisions, gains/dividends screen and changing the balance determination to effective date (changed from trade date).

Thanks for everyone's help, though. This board will be a great resource!! I've been using Relius for about 7 years and still feel as if I learn something new about it every day!