Go from 8.2 to 8.3 accounting. at the stage of loading data errors

The 1C: Payroll and HR 8 program, edition 3, has technological advantages over previous editions. It allows you to automate the operations of personnel accounting, calculation wages and preparation of "salary" reporting in accordance with applicable law. How do I prepare for migrating data from older versions? What transfer options are there, and which one should I choose? What should I pay attention to when starting to work with edition 3, and what settings do I need to make? Experts say 1C.

Why you need to upgrade to edition 3

More than 10 years have passed since the release of the program "1C: Salary and HR 8" edition 2.5. During this time, there have been changes in the legislation that could not have been predicted when designing this version: for example, the dependence of the period for transferring personal income tax on the date of actual payment of income. The complication of reporting requirements led to the fact that the architecture of the 2.5 edition program was no longer efficient enough.

To replace it, the program "1C: Payroll and HR Management 8" version 3 was developed. In November 2016, it was decided to end support for old editions of payroll programs in 2018. Users were notified about this in the information release (letter) of the company "1C" No. 22222 dated 11/18/2016.

Preparing to transfer data

Start transition to new edition The program follows from updating the working database (hereinafter referred to as the DB) to the latest up-to-date version. Version number work program displayed in help About the program(menu Help - About). You can check the current version number on the 1C:ITS portal at https://releases.1c.ru/total. Data can be transferred by a user with full rights. To transfer data, you need to know the location of the database on the disk (the full path to the database), the username with full rights and its password. You can view the database storage directory in the menu Help - About.

Before the transfer, it is recommended to “close” the month in version 2.5, that is, to make all accruals and payments. It is useful to clean up the working database as much as possible in order to minimize migration errors: delete objects marked for deletion and deal with cross-references to objects that are not deleted. In configurator mode, it is recommended to run Testing and fixing on the menu Administration. Before performing the migration, do not forget to stock up on a backup copy of the working database of edition 2.5 ( Administration - Upload infobase).

Then you need to install the program "1C: Payroll and HR 8" edition 3 with the current version (you can find out the current version number).

note that during installation the program will report the required version of the 1C:Enterprise 8.3 platform. Make sure that the 1C:Enterprise 8.3 platform is installed on the computer, at least the recommended version.

When starting the program, Add add a new infobase to the list of working bases by selecting Creation of a new infobase. Further, when choosing a template in the menu Creating an infobase from a template, as a template, you should specify the installed program "1C: Payroll and HR 8" edition 3. It is into this new database that the data from the working database will be transferred. Moreover, the data in the working database will remain unchanged, and it will be possible to use the information from version 2.5 at any time.

You can continue to keep records in revision 2.5 in parallel with the work in revision 3 to compare and evaluate the results. Working in parallel, you can complete the accounting and calculations of 2017 and prepare reports in the database version 2.5, and payroll from January 2018 to conduct in the new program.

Setting up data migration

When first turned on new version program ("1C: Salary and personnel management 8" edition 3), the assistant automatically starts Initial program setup. Bookmark Start... the data source selection switch for transferring from previous reactions must be set to: Transfer data from the program "1C: Salary and personnel management 8" edition 2.5.

For users running version 7.7, automatic data migration is also provided. The program sequentially transfers data to revision 2.5, and then to revision 3. To do this, the data source selection switch for transferring from previous reactions should be set to position Transfer data from the program "1C: Salary and personnel 7.7" edition 2.3.

Then on the button Further proceeds to the selection of a working infobase from which to transfer data. The user is presented with a list of all infobases installed on the computer (that is, those that are available in the list of infobases when 1C:Enterprise starts). You must select the 2.5 edition base from which you want to transfer data. The path to the infobase is displayed below the list when you move the cursor over the list of infobases. You must enter data for user authorization. For this, the name user and his Password in the respective fields.

note: you must specify a user who has full rights assigned in the database from which information is transferred. Next button press Further opens a bookmark . Here you should specify Starting month(Fig. 1). You can start working with the program from any month.

Rice. 1. Setting up loading from the infobase

By default, the so-called "simplified" data transfer is performed. It allows .

Learn more about the two transfer options

In "1C: Salary and personnel management 8" there are 2 options for data transfer:

1. Seize Opportunities personnel records and payroll;

2. .

Default migration options

The default data migration option is called simplified, because the minimum amount of data is transferred, sufficient for a comfortable start of accounting in the new edition.

The following data is transferred:

• directories: organizations, divisions, positions, employees and the main related reference Information;
• accruals and deductions with a regulated method of calculation (salary, bonus, writ of execution, etc.);
• regular arrangement for the month of the start of operation;
• personnel history of employees to fill out their personal cards (T-2);
• data for calculating average earnings: for FSS benefits - for the previous 3 years, for vacations and other cases - for the previous 15 months;
• accounting data for personal income tax and insurance premiums in the year of transfer (if operation does not start from the beginning of the year);
• balances of mutual settlements for the month of commencement of operation.

The list of staffing positions is not transferred, but if necessary, it can be formed according to the staffing.

The program has documents provided for starting work from scratch, for example, . They are filled in automatically during simplified data transfer. Personnel information that determines the accruals due to the employee is placed in the document Initial staffing. As of the status of mutual settlements with employees at the beginning of the transfer month, a document is generated Starting salary arrears.

Data for the initial entry of which no special documents are provided are transferred to supporting documents Data transfer. So, despite the fact that personnel documents are not transferred, information from them is stored in documents Data transfer With number"RKD" (where RKD - personnel data register). Service documents Data transfer enter information into the relevant accounting registers (Fig. 2).

Rice. 2. Documents "Data Transfers"

Go to documents Data transfers can be on the menu Administration - Data transfers. The document number is alphabetic and corresponds to the registers where the data is stored:

• ROTP - information register Vacation register;
• IL - accumulation register Deductions under executive documents;
• ЗП_СЗО - accumulation registers Time data for average calculation (general) And Accrual data for calculating average earnings (general);
• ЗП_СЗФСС - accumulation registers Accrual data for calculating average earnings (FSS), Data of policyholders for calculating average earnings (FSS) and information register Time data to calculate the average (FSS);
• OSO - accumulation registers Actual holidays;
• ZP - calculation registers accruals And Holds;
• WIP - accumulation registers Employee deductions, Hours worked by employee;
• personal income tax - accumulation registers: Accounting for income for the calculation of personal income tax, Property deductions (personal income tax), Provided standard and social deductions (personal income tax), Calculations of taxpayers with the budget for personal income tax;
• SV - accumulation registers: Accounting for income for calculating insurance premiums, Estimated insurance premiums, Insurance premiums By individuals , Settlements with funds for insurance premiums;
• VZ - accumulation registers: Mutual settlements with employees, Salary payable;
• DZP - accumulation registers: Mutual settlements with depositors.

The program does not attempt to transfer information that may be distorted due to errors in the source database. Information that is known to be untransferable due to differences in record keeping or data structure is not transferred at all.

For example, the following data is not transferred:

• accruals and deductions with arbitrary formulas;
• personnel documents, personnel history of employees for the formation of analytical reporting;
• actual accruals and payments for the formation of analytical reporting;
• details of employee loans;
• valid at the time of the postponement of the leave, including child care.

Due to the fact that as a result of the migration there is no data not adapted for revision 3, it is possible to Use the possibilities of personnel accounting and payroll.

Description of full data migration

You can choose the full data transfer option when Initial program setup on the bookmark Configuring data loading from the infobase link Setting by switching the setting to Use the accruals of the previous program (not recommended). When choosing a non-recommended option, you specify not the month, but the period for which the data will be transferred. The period until which the data is transferred is not limited. For example, if data for future months has already been entered into the database of edition 2.5, then they will also be transferred. With this transfer option, an attempt is made to transfer the data completely, but there is a risk of transferring outdated data and accumulated accounting errors or not transferring at all. The main reason that this option is not recommended for use is that the method will only work if there are no errors in the source database.

Of course, the full transfer option has not only disadvantages, but also some advantages. This option ensures the transfer of almost all information accumulated in the database of the previous edition. And in the new database there will be access to personnel documents, to information about employee loans. With a complete transfer of data, the actual accruals and payments are transferred to the program, allowing you to generate analytical reports for past periods in the new program.

The full data migration option is suitable for organizations with a simple payroll system, a small number of employees, short term work in the program, and, therefore, a small amount of information. If the operation is successfully completed, all directories, plans for types of calculation, personnel documents, documents assigning planned accruals and deductions (for example, assignment of additional payments, writ of execution), information on the insurance and tax status of the employee and rights to deductions will be transferred to the new version 3 database by personal income tax.

Documentation Data transfer are automatically filled in with information about the hours worked, accruals, deductions and payments made before the transfer. Accounting data for personal income tax and insurance premiums are also recorded in documents Data transfer.

Data migration process

When transferring data, several stages go through automatically sequentially:

• connection to the information base;

The duration of their execution depends on the amount of information and can take a long time. At the stages of uploading and downloading data, an additional indication of the progress of the process is made: it is reported which information of which accounting section is currently being processed.

Possible mistakes...

The data transfer process is logged, and if the transfer stops due to an error, the reason for its occurrence can be found in the report that opens by clicking on the link Error Information.

... at the stage of connecting to the infobase

Errors at the stage of connecting to the infobase can be as follows:

• database registration error;
• the path to the database, username or password is incorrectly specified;
• the user performing the transfer does not have enough rights;
• other users work in the source database (when you open it for data transfer).

Registration errors are corrected automatically. To do this, use the button To correct(Fig. 3).

Rice. 3. Error Information

In other cases, the user must independently specify the correct data, make sure that the rights and exclusive access are complete, and then try again to transfer.

... at the stage of uploading data

Errors at the stage of uploading data should be studied in the protocol Error Information and fix it in the original database.

... at the stage of loading data errors

At the stage of data loading, errors are usually technical in nature and prevent further data transfer. Such errors must be reported to the technical support department.

Settings after data transfer

After the successful completion of the data transfer, you need to perform the initial setup of "1C: Payroll and HR 8" edition 3, taking into account its new features compared to the previous edition, answer all questions Initial program setup assistant, as when you started accounting in the program, and enable the program features that correspond to the specifics of the organization's payroll.

If a decision is made to maintain a staffing table, then offers to check it and fill in the planned accruals for positions. During the transfer, positions are formed unapproved - after verification and completion, they should be approved in the program.

As a result of the transfer, documents are generated Data at the beginning of operation, filled in according to the current arrangement of employees. In them, you need to check the planned accruals of employees, work schedules and other data.

If this information was already filled out in the staffing table at the previous step, then the document can first be filled out by command Update by staffing on the menu More. This will update all lines in the document. During a scheduled refresh, the data entered into the document manually will be lost.

The migrated data needs to be checked and further configured. For example, organizational structure enterprises (list of organizations) and the structure of each organization (list of departments) are transferred to edition 3 without any changes. But the cards of the organization and division, the principle of storing some of the information have undergone some changes.

Additional steps...

After transferring the data to the 1C: Payroll and HR 8 program, edition 3.0, both in the first and in the second option, additional steps must be taken.

... after simplified migration (default option)

Since only the minimum necessary information is transferred with the simplified version, you need to fill in the data to get started: production calendar, work schedules, tariff groups, set up payment types, etc. Initial program setup assistant prompts you to enter data such as writ of execution and other scheduled deductions, employee loan details, etc.

The migrated data for calculating average earnings is available in Calculator for calculating average earnings directly in the documents requiring its calculation.

The transferred accounting data for personal income tax and insurance premiums in the current year (if operation does not begin in January) can be checked using the appropriate cards, personally for each employee.

With simplified data transfer in the new edition 3, you can create tax reporting and reports on insurance premiums of past periods, but there is not enough information to generate various analytical reports on past periods. For these purposes, the original database of the previous edition should be preserved and maintained in working order.

... after full data transfer

Upon completion of the complete data transfer, based on the information contained in the registers, the user can generate analytical reports for past periods. You need to make sure that the data of the reports executed in the original and new databases match.

After that, the working base from which the information was transferred is no longer needed, and it can be saved for history.

Summing up

note, regardless of the method of transfer, it is imperative to carry out a trial payroll. Algorithms for setting formulas and time tracking in edition 3 differ from previous editions, so you may need to adjust the settings. After weighing the advantages and disadvantages of each of the transfer options, the user makes his own choice.

You can perform both transfer options in a test order and make a trial calculation to compare the labor costs for setting up the program to start operation.

Before answering the question How to switch to 1C 8.3 from version 1C 8.2?", let's first understand the 1C versions and their compatibility with each other. So, there are two main modes of operation of the 1C platform: 8.2 (regular forms) and 1C 8.3 (managed forms), in addition to the fact that the platform itself can be of different versions (8.2 and 8.3 ), and the configurations themselves can have different editions (for example, the “Enterprise Accounting” configuration is now available in two editions, revision 2.0 for the 8.2 platform, which usually has the type number 2.0.хх.хх, and version 3.0 for the 8.3 platform, which usually has the type number 3.0.хх.хх), while it should be noted that the revision number does not always correspond to the platform number, for example, the configuration “Accounting public institution"(BSU), has two editions 1.0 and 2.0 for 1C 8.2 and 1C 8.3, respectively.

Now let's consider the following situation, if for example you have the "Enterprise Accounting Rev. 2.0" configuration for 1C 8.2 (regular forms) installed.

If you want to switch to 1C 8.3, then you need to follow a few steps:

1. Make a backup copy of the current database
2. Upgrading the 1C platform to 8.3
3. Updating the 1C configuration to red. which works for managed forms(1С 8.3)

Many perform only the first paragraph, as a result of which they are faced with such a situation, let's look at an example. There is a configuration "Enterprise Accounting Rev. 2.0" which needs to be transferred to 1C 8.3. A person installs a new 1C 8.3 platform, after which he launches a 1C shortcut and selects the desired base from the list, after which his old base, which was on 1C 8.2, is launched. What is the problem? The problem is that after installing the 1C 8.3 platform, our configuration "Enterprise Accounting Rev. 2.0" can also be launched from under 1C 8.3, but nothing will change much, that is, you will run your configuration only under the 1C 8.3 platform, with In this case, all new features of the 1C 8.3 platform will be blocked for you, in order for all these features to be available, you need to update your configuration (in our example, "Enterprise Accounting Rev. 2.0") to a new edition ("Enterprise Accounting Rev. 3.0"). From all this, it can be concluded that in order to switch from 1C 8.2 to 1C 8.3 need to be done

If you have such a window when you start any 1C infobase, this means that you are working with an outdated platform and it needs to be updated:

It is strongly discouraged to continue working with the current version of the platform, as this can lead to unpredictable consequences.

To update, you can contact a specialist, or you can do it yourself, there is nothing complicated. Consider how to update the 1s 8.3 platform on your own in two simple steps. This instruction also suitable for the transition from the platform 1C 8.2 to 8.3.

If you already have the installation file, then proceed to the next section "Installation".

So, go to the support site (https://users.v8.1c.ru/):

We are interested in the "Software Updates" section.

On the next page of the site, you need to enter the Login and Password that you received when concluding the contract for information technology support (ITS):

Get 267 1C video lessons for free:

We are interested in the line Technology platform 8.3". We click on this link and get to the page with version numbers:

Naturally, we are interested in the latter, that is, the upper one. Again, click on the link and here select the platform for Windows ( this section contains platforms for Linux, and, and much more, it is important not to confuse!):

Finally, we can download the distribution. In the next window, click on the link "Download distribution kit". We save the distribution kit in some folder on the disk. Your browser may automatically start downloading if it has a default folder configured.

Now in the explorer we are looking for the downloaded file. The distribution file is an archive, so it must be unpacked into a separate folder.

1C platform installation

After unpacking, look for the setup.exe file in the list of files and run it:

The installation process will begin. It is no different from installing any other program, the only question may arise when a window appears with a choice of installed components.

Our video about installing the update 1C 8.3, 8.2 or 8.1:

After updating the 1C platform, if necessary, you can proceed to.

Server update 1C 8.3

The process of updating the 1C platform on the server is no different from the usual update above. The only condition is that you need to choose the right distribution kit for the application. Please note that the installation file of the server application is of two types - 32 and 64 bits.

But at the first installation, the minimum settings are already set by default to get started. If you need other settings (for example, if the infobase is located on the server), then it is better to contact a specialist.

After installation, the program is ready for use, you can either add configurations, infobases and work.

Support for version 1.6 of 1C:Accounting was completed in April 2011.

If you have been working in this edition so far and you have a need for new reporting forms and documents (for example, invoices), then you need to transfer the data to edition 2.0 or 3.0.

"1C-Rarus" offers to switch to a new version of your favorite program as conveniently and safely as possible. And most importantly, right now.

The transition technology is standardized and verified by 1C-Rarus specialists

If the accounting in the program was kept correctly: in accordance with the logic of the program and Russian legislation, then the transition to the new edition is completed.

Otherwise, if the statements do not match, it is necessary to search for the causes of the discrepancy and correct accounting errors. The labor intensity of this work is difficult to predict, so it is not included in the cost of a standard upgrade to the 2.0 edition.

For non-standard configurations data conversion will be more complex and less predictable.

Conditions for the transition to the edition of "1C: Accounting 8.2"

It is possible to upgrade "1C: Accounting" to this version of the program from the previous version 1.6 at a reduced price of 4,650 rubles for standard configurations.

Conditions for the transition to the edition of "1C: Accounting 8.3"

• Revision 8.3 is provided without additional payment registered users of the "Enterprise Accounting" configuration who have a valid subscription to information technology support (ITS).
• For non-standard configurations, updating and converting data may be more time-consuming. The cost of the transition will be from 7,200 rubles.
• Users of "1C: Accounting 7.7" can purchase software"1C: Accounting 8.3" on the terms of the upgrade. Delivery, installation and maintenance within 3 months within the framework of information technology support (ITS) for such users is FREE OF CHARGE.

Key functions of "1C: Accounting 8.2"

• The "Accounting of the enterprise" contains a specialized mechanism - the Directory of Account Correspondence.
• Rejection of two charts of accounts: accounting and tax.
• Month closing helper implemented.
• Accounting for cash documents has been implemented.
• Simplified settlements.

Advantages of "1C: Accounting 8.3"

Edition 3.0 was developed on the basis of edition 2.0 of the Enterprise Accounting configuration and uses the new features of the 1C:Enterprise 8.2 platform:

• Distant work through the service "1C: Link".
• Entering and editing employee data, including salary and position, directly in the employee card, and not in separate document forms, as was the case in the previous version. Personnel orders are also printed from the employee's card.
• Support for the output of printed documents in the format of popular office applications ( Microsoft Word, OpenOffice Writer).
• Development of access rights. Improved usability when performing long operations.
• Automatic closure of costly accounts, even with zero sales.

You may also be interested in:

One of the most popular accounting programs "1C: Accounting 8" requires constant updating due to the development of new platform features. We offer detailed instructions for updating the 1C platform, which will help you easily upgrade to a newer version.

To work, you will need the Internet with access to site 1 C and 20 minutes of free time. So let's start.

Make sure the release is correct

Before upgrading the platform, make sure that the configuration you are using supports the new version of the platform.

How to find out the release number of the platform and 1C configuration? To do this, open the "Help" section in the main menu and select the "About" item.

A window will appear on the screen, where the platform release number will be indicated in the first (upper) block, and the configuration release number will be indicated in the "Configurations" section (in the main block).

You can also find out the release number by clicking on the yellow icon with the letter “i” inscribed in it - it is located in the upper right corner of the main program window.

Download the update from the official site

We will not consider updating the 1C platform in user mode, but will perform the installation manually. You need to download the update on the official website at the following link: https://releases.1c.ru/total (authorization required!)

Updating the version of the program is available only for registered users, so enter the login and password that were issued at the registration stage in the proposed form. If you are not registered, please do so now.

Attention! If, after downloading and checking the platform version, as described in the first paragraph, it displays old version, most likely, an incorrect installer option has been selected (for example, “thin client”).

Find and run the installer

The developers have packed the updates into a RAR archive, so you will need an archiver that supports this format. Find the downloaded platform update, extract it to a separate folder and run the setup.exe file.

Please wait while the installation preparation is completed. Then, in the welcome window of the installer, click the Next button to proceed to the selection of options.

Select required components and interface language

Before updating the platform, you must select the components to work with. If you not System Administrator, leave those that the system offers by default, and click the "Next" button.

In the previous paragraph, the system will offer a folder for installation - by default, this is Program Files. If the main program files are located in another directory, install it through the "Change" button. This is important for the correct operation of the program.

On the next window, select the appropriate interface language (the default is “Russian”) and click the “Next” button.

Start the update installation process

In a new window, click on the "Install" button - after that, the installation of files with updates into the system will begin directly.

The procedure takes several minutes and directly depends on the performance of the computer and the work of other applications running at that moment.

If the User Account Control window appears during the installation process, agree that you really want to install this software to your computer, click Yes.

After copying is completed and settings are made to the system, the program will prompt you to install the protection driver.

If you are using a USB key that provides hardware protection, uncheck the box - the required driver is already on your system. Do the same if you linked the 1C application to a specific computer at the program level - in this case, there is no need for a driver either. Proceed to the next window by clicking the "Next" button.

Attention! If you skipped the checkbox and the driver is installed again, this will not affect your further work in any way.

Complete the update installation

At the end of the installation, a window will appear on the screen in which there will be a “Finish” button - click it.

We have described in detail how to update the platform through the configurator — if the process was successful, the program will work stably on your computer. To verify this, use its features for several days.

After that, uninstall previous versions of 1C:Enterprise 8.3 so that they do not take up space on your hard drive. To do this, go to the "Control Panel", select the appropriate item from the list and click "Delete".

If you continue to work with configurations created for platform version 8.2, do not delete it.

Leave two platforms of different versions on the computer (in our case, 8.2 and 8.3) - they will start automatically when you select the appropriate configuration.