Account Combiner looked like it worked but no $ amounts showing

Running Reconcile on the historical years after using Account Combiner is not only okay, it is specifically recommended.

After Account Modifier/Combiner is used, the reconcile process should be run for all open and historical years so that detail and summary records agree and the account totals are reset to match posted transaction amounts. This is also the standard guidance when fiscal periods are recreated or when the Fiscal Period Modifier is used: reconcile all historical years from the oldest to the most recent, then the open years.

Known/expected behavior and precautions:

1. Purpose of reconciling historical years
   • Recalculates account summary amounts so they match the detailed transactions.
   • Ensures financial statements agree with detailed trial balances for those historical years.
   • Corrects situations like missing dollar amounts after structural changes (such as account combine/modify).
2. Order and scope
   • Start with the oldest historical year and proceed forward through each historical year.
   • After historical years, reconcile each open year.
3. Repercussions/risks
   • No functional issue is documented with reconciling historical years when both account and transaction history are kept.
   • The process can be time‑consuming and may impact performance while it runs, especially with large datasets.
   • It does not delete or move transactions; it recalculates summary balances based on existing detail.
   • As with any reconcile or year‑level utility, a full backup of company data should be taken beforehand.

Given that reconciling the open year (2026) already restored the dollar amounts, the next step is to:

1. Take a full backup of the company database.
2. Go to Financial → Utilities → Financial → Reconcile.
3. Mark Year (and History where applicable).
4. Run Reconcile for each historical year, oldest to newest.
5. Then confirm balances and reports for those years.

References:

• Professional Services Tools Library
• Dynamics GP General Ledger
• How to recreate fiscal periods in Microsoft Dynamics GP
• The Open Year button in the Fiscal Period Modifier
• Automate Financial Full Reconcile