1s bp transition to 3.0. Learn more about the two transfer options

2017-12-07T17:44:22+00:00

1C:Accounting edition 3.0, unlike 2.0, works on “Managed Forms”.

"Managed forms" is a new approach to building a program interface, its interaction with the user and work via the network.

It becomes possible to operate in a mode in which only information is entered and displayed on the user’s computer, and the rest is done by another computer (server).

The speed of work increases and it becomes possible to access 1C through a browser or.

Is it necessary to switch?

Yes, according to newsletter 1C "On replacing edition 2.0 with edition 3.0" such a transition will be mandatory starting from 20xx ( By the way, the end of support for edition 2.0 has been postponed for several years now, but there is an opinion that this support will sooner or later be stopped).

So, according to what is available on at the moment information:

• 1C:Accounting edition 2.0 will be supported until the end of the 1st quarter of 20xx to the extent necessary for delivery annual reports for the year 20xx. These include changes in legislation and, of course, regulated reporting.
• But reporting for the 1st quarter of 20xx will have to be submitted in a new edition, since changes in legislation and new sets of reporting for 20xx will be implemented only for edition 3.0.

In general, no one knows now how long the second edition will be supported

How easy will it be to upgrade to the new 3.0 edition?

Generally speaking, the transition to 1C: Accounting 3.0 from edition 2.0 is performed as a simple database update, to which we have long been accustomed. After all, it is with such updates that new sets of regulated reporting appear in our program.

The update process is described step by step below.

Such an update will be relatively simple for users whose configuration is completely standard, that is, it has not been modified in the configurator. In this case, any sufficiently competent user can handle the update. If the configuration is atypical, then you need to contact a specialist.

What difficulties will you face after the transition?

1. If you used any external processing or reports, then in the new edition they will all stop working. And you will need new versions of these treatments for the managed interface.
2. If your old edition was modified through the configurator, then all these modifications will have to be repeated for edition 3.0.
3. New, unusual interface. In general, the working methods are the same as edition 2.0, but there is a lot of new stuff. In this section I will try to post information on working techniques in 1C: Accounting 3.0. for news.

The process of switching from edition 2.0 to 3.0 step by step

Manual method

6. The system will select the appropriate version of 1C: Accounting edition 3.0, to which you can upgrade from two. Click the "Next" button.

7. Wait until 1C downloads all update files from the site.

8. Select "Yes, restart 1C:Enterprise" and click the "Next" button.

9. Now you need to wait while the update occurs. This is a very long process. It might take half an hour to update, maybe an hour and a half. Here the power of your computer also depends on the size of the database.

10. After the update, a new version of 1C: Accounting 8.3 (revision 3.0) is launched.

11. Update window again - the program performs preparatory actions after switching to a new edition.

12. Done! Congratulations, you have switched to the new edition of 1C: Accounting 3.0.

But not always and not everyone goes smoothly. If the update is unsuccessful, the program will automatically roll back to the previous version. But, just in case, you should always have it on hand backup, made before the update.

8", ed. 2.5, “1C: Salaries and Personnel Management 8” came, ed. 3, and someone has already managed to switch to the new edition without avoiding difficulties. If you are also planning a transition, then this article is for you: we will tell you about other people’s mistakes so that you can use the new edition as comfortably as possible.

Stages of transition to a new edition

The most common and most main mistake, which users of “1C: Salary and HR Management 8” 2.5 who decide to switch to edition 3.1 admit, is a frivolous attitude towards the transition procedure itself.

Important! The transition to “1C: Salary and Personnel Management 8”, third edition, is made not by updating “1C: Salary and Personnel Management 8” 2.5, but by transferring data from it to a completely new program. Essentially, this is the introduction of a new program. And you need to take it seriously.

Like any implementation, the transition to “1C: Salaries and HR Management 8” 3.1 consists of several stages:

preparation for transition;

transferring data and setting up a new program;

checking the transferred data.

Let's take a closer look at these stages.

What data will be transferred

Let's consider options for transferring data from "1C: Salaries and Personnel Management 8", ed. 2.5.

On the 1C:ITS website, in the “Technological support for application solutions” section, on February 16, 2016, an article was published entitled “Transfer of data from “1C: Salary and Personnel Management 8” edition 2.5 to edition 3.0.” It contains information about what and how is transferred from old program to the new one:

“By default, the minimum amount of information sufficient to begin accounting in the new edition is transferred. At the same time, information that obviously cannot be transferred qualitatively due to differences in accounting methods or in the structure of programs is not transferred.”

After the transfer, you need to perform the initial setup of the program, taking into account its new capabilities compared to the previous edition.

Currently, the default transfer of the following data is provided:

directories: organizations, divisions, positions, employees and the main ones related to them background information;

accrual and deduction with a regulated method of calculation (salary, bonus, writs of execution etc.);

the list of staffing positions is not transferred, but, if necessary, can be formed according to the staffing arrangement;

staffing for the month of commencement of operation;

personnel history of employees to fill out their personal cards (T-2);

data for calculating average earnings: for Social Insurance Fund benefits - for the previous three 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 begin from the beginning of the year);

balances of mutual settlements for the month of start of operation.

Data such as:

information about current employees-contractors of the GPC;

accruals and deductions with arbitrary formulas;

personnel history of employees for the generation of analytical reporting;

actual accruals and payments for the generation of analytical reporting;

information about employee loans;

valid at the time of transfer of leave, including for child care.

The program also provides the possibility of a “full” transfer. It attempts to migrate data that is not migrated by default. The disadvantages of this transfer option should be taken into account:

the methodology for calculating wages and personnel records is inherited from the previous program, despite the improvements of the new one;

Unused or rarely used information is transferred, which unnecessarily increases both the transfer time and the likelihood of a transfer with errors.

Therefore, such an opportunity may be in demand, for example, for organizations with a simple remuneration system, with no a large number employees and the volume of accumulated data.”

As practice has shown, enterprises that wished to transfer “everything acquired through back-breaking labor” to a new program, in addition to the huge volume of transferred information (and the heavier database), also received an ongoing headache due to the fact that the data is often transferred incorrectly, and this manifests itself at the most inopportune moment in an unpredictable way.

This leads to the first important conclusion: if you are not an organization with a simple remuneration system, with a small amount employees and the volume of accumulated data” – do not select the transfer option “per period”, select the option “per date”.

You will not have hiring documents or personnel transfers in your database for employees working on the transfer date. This is not scary: the personnel history of such employees is recorded in a special information register, from where it safely ends up in the employee’s personal card (T-2). But you won’t have to waste time searching for the document responsible for the incorrect accrual or the recalculation that has arisen out of nowhere.

When is the best time to move

Unfortunately, the big plus of the “to date” transfer option (lack of history) turns into a minus if the transfer is not made from the beginning calendar year. The fact is that due to the lack of transferred accrual/payment documents, you will not be able to create reports for the months from the beginning of the year to the transition date.

There is one more unpleasant moment that you need to be prepared for: the preferred transfer of data “to date”, performed in the middle of the year, will not protect you from incorrect-+ (sometimes) program behavior and recalculations of an unclear nature.

You can protect yourself from such troubles if you transfer data in January-February as of January 1. Yes, January-February - hot time for all accounting. But you will get the opportunity to see the full picture for the whole year. All movements will be formed by newly created documents, and you will be able not only to receive reports, but also to control (and, if necessary, change) your data from the beginning of the year.

Hence the second important conclusion: If nothing and no one is rushing you, don’t rush. Plan the transition to a new program for the beginning of next year and calmly prepare for it.

Preparing for the transition

Preparing for the transition includes two points, one of which is desirable (especially if you will be transitioning on January 1), and the other is mandatory.

It is advisable, if possible, to pay off all arrears of wages, personal income tax and contributions at the time of transition. This is important because in this way we minimize subsequent errors when preparing regulated reporting. This year the whole country is participating in the game “pass 6-personal income tax and not die,” and next year we can expect new form 6-NDFL. It's better to prepare in advance.

What you need to do is: find time and undergo training on the new edition of the program. Don't be overconfident!

When you first change from a bicycle to driving a car, without training and practice you will not be able to drive a car, even if you know the rules by heart traffic. So it is here: even if you are the god of personnel accounting and a guru in calculating salaries, you will not be able to work efficiently in the program “1C: Salaries and Personnel Management 8”, ed. 3.1 and use all its rich functionality unless you prepare accordingly.

In my practice, I had the experience of an unsuccessful transition to “1C: Salaries and Personnel Management 8”, ed. 3.0, when everything was done on time (in January) and correctly (as of the date), but nevertheless neither personnel officers nor accountants began working in the program - users, having refused preliminary training, simply did not know how to reflect in program for one or another operation, and the volume of current affairs was such that they simply did not have time to learn on the fly.

So the ideal procedure for migrating from “1C: Salaries and HR Management 8” 2.5 to “1C: Salaries and HR Management 8” 3.1 is as follows:

we undergo training;

in December we pay off all debts - we pay salaries, vacation pay, sick leave in such a way that the deadline for transferring personal income tax does not go into the next one, i.e. for another year;

we move into January, maximum in February;

We select the option of transferring data “as of” - we get the initial staffing arrangement at the beginning of the year. There are no personnel and payroll documents for previous years, i.e. We start the calculations from scratch.

This option for switching to a new edition will make life much easier for all organizations that decide to make the transition. But it is especially relevant for large organizations with a large number of employees, complex system wages, the ramified structure of the enterprise, active personnel movement.

Transferring data and program settings

Before the transition, you must close month 2.5 in “1C: Salary and HR Management 8” - reflect all accruals and all payments in the program, otherwise the balances on mutual settlements will be transferred incorrectly.

And you should definitely make a backup copy - just in case. It will help in the future if a question arises about the state of accounting at the time of transition.

The data transfer procedure itself takes very little time and does not cause any difficulties:

updating “1C: Salaries and HR Management 8”, ed. 2.5 until the latest release;

install “1C: Salary and HR Management 8”, ed. 3.1, the latest release and create an empty database;

launching “1C: Salaries and HR Management 8”, ed. 3.1, indicate the database “1C: Salaries and Personnel Management 8”, ed. 2.5, from which we will transfer data, and connection parameters to it (user with password);

select the data transfer option – “as of date” (default) or “per period”;

We start the transfer and wait for it to finish.

After the data from “1C: Salaries and Personnel Management 8”, ed. 2.5, will be transferred to “1C: Salaries and Personnel Management 8”, ed. 3.1, the program will prompt you to perform further configuration. You can cancel the setting and perform it later (not best option– then you will have to look for different settings in different places in the program), you can thoughtlessly agree with everything that the program suggests, and click all the checkboxes, as they say, for the future (also not optimal - there is a risk of cluttering up the accruals and deductions directories).

Both options are not critical, they will simply require more effort from the user in the future to restore order in the database. It’s better to immediately calmly and slowly go through all the settings pages and confirm only those features that are currently inherent in your organization, without any “in reserve” flags.

After setting up the program is completed, it is worth printing a report “ Setting up payroll and personnel records"("Settings" - " Settings report") and check yourself.

It doesn’t matter if you forgot something or didn’t take it into account - the settings of the program, organization, personnel records and payroll calculations are available for adjustment at any time.

Checks

Next, you need to make sure that there are no duplicate individuals in the new program - this is very important for further accounting for personal income tax and contributions. You can check for duplicates (and get rid of them) using special processing (“ Personnel» – « Service» – « Merging personal cards»).

Next, you need to check the directories of accruals and deductions - dependencies, composition of the database. Today, the transfer of accruals with an unregulated calculation method has already been implemented, but for them it is mandatory to check the calculation formulas.

Most of the information transferred from “1C: Salaries and Personnel Management 8”, ed. 2.5, documents, can be found in two places:

« Administration» – « See also» – « Data transfers»;

« Main» – « See also» – « ».

Documents "Data transfers » the following information is transferred (for the “to date” transition option):

« ZP_SZO», « ZP_SZFSS» – documents with such numbers contain the data necessary to calculate average earnings;

« IL» – all deductions under existing writs of execution. The executive documents themselves, of course, are also transferred;

« Personal income tax» – data on income, deductions provided, personal income tax calculations, if the transition was not made from the beginning of the year. Documents confirming the right to deduction are transferred to the journal " Applications for deductions»;

« PSS» – manuals for social insurance year to date;

« NE" - year to date;

« RKD» – register of personnel orders for the formation of personal cards of employees;

« ROTP» – register of vacations for working employees;

« TDK» – data of employment contracts.

To the magazine "Data at the beginning of operation » documents are recorded:

« Initial staffing“—as many departments, so many documents. Here are all employees working on the date of transfer, with their planned accruals, advance payments, work schedules, and vacation balances. Generate several personnel reports (“ Staffing arrangement», « Staff members") and check that all employees are in their places. Report " History of changes in wages» will help you check the assignment of planned accruals to employees;

« Periods paid before the start of operation» – here are recorded, for example, vacations that continue after the transfer date, but were paid before it;

« Initial salary arrears» – one document for the entire organization.

In "1C: Salary and HR Management 8", ed. 2.5, wage arrears are maintained by individuals, and in version 3.1 - by employees and departments.

In “1C: Salaries and Personnel Management 8”, ed. 3.1 balances for mutual settlements are formed not absolute, but relative. That is, if the salary for April is 100,000 rubles. paid in full next month, and we are moving to “1C: Salaries and HR Management 8”, ed. 3.1, from May 1, then in “1C: Salaries and Personnel Management 8”, ed. 2.5, the balance as of 01.05 will be 100,000 rubles, and in the new program - 0 rubles. Thus, there is no need to reflect in “1C: Salaries and Personnel Management 8” 3.1 the payment of salaries in May for April.

To check the initial salary balance, generate, for example, the report “ A complete set of charges, deductions and payments» with grouping by department and make sure that you have correctly transferred not only the total debt, but also the debt by department.

It should be noted that today the transfer of information on contractual employees of civil servants and parental leave has already been implemented, but this data should also be clarified.

It's also worth checking employee work schedules.

Please note: in “1C: Salaries and Personnel Management 8” 2.5, night hours were included in the duration of the work shift. In “1C: Salaries and Personnel Management 8”, third edition, night hours are planned separately from daytime hours. For example, “Y6 N2” means 8 working hours, of which 6 are daytime and 2 are night.

After performing the main checks (the main ones, because it is unlikely that you will be able to check everything at once, especially if you have large organization) make a backup copy of the new program. If you are just mastering “1C: Salaries and Personnel Management 8”, ed. 3.1, then in the future you will need a backup copy of the data when you experiment with the accrual settings.

The 1C: Salary and Personnel Management 8 program, edition 3, has technological advantages compared to previous editions. It allows you to automate operations on personnel records, calculations wages and preparation of “salary” reporting in accordance with current legislation. How to prepare to migrate data from older versions? What options for transferring information exist, and which one should you choose? What should you pay attention to when starting to work with edition 3, and what settings need to be made? 1C experts say.

Why you need to upgrade to edition 3

More than 10 years have passed since the release of the 1C: Salaries and Personnel Management 8 program, edition 2.5. During this time, changes occurred in the legislation that could not be predicted when designing this version: for example, the dependence of the deadline for transferring personal income tax on the date of actual payment of income. Complications of reporting requirements led to the fact that the architecture of the program version 2.5 was no longer effective enough.

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

Preparing for data migration

The transition to a new version of the program should begin by updating the working database (hereinafter referred to as the DB) to the latest current version. Version number work program appears in help About the program(menu Help - About the program). You can check the current version number on the 1C:ITS portal via the link https://releases.1c.ru/total. A user with full rights can transfer data. To transfer data, you need to know the location of the database on the disk ( full path to the database), username with full rights and password. You can view the database storage directory in the menu Help - About the program.

Before the transfer, it is recommended to “close” the month in version 2.5, that is, make all accruals and payments. It is useful to put as much order in the working database as possible in order to minimize transfer 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 in the menu Administration. Don't forget to stock up before transferring. backup copy working base edition 2.5 ( Administration - Upload infobase).

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

Please 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 your computer, version not lower than the recommended one.

When starting the program you should Add add a new information base to the list of working databases by selecting Creating a new information base. Next, when selecting a template in the menu Creating an infobase from a template, the template should be installed program“1C: Salaries and Personnel Management 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 you can use the information from version 2.5 at any time.

You can continue to keep records in edition 2.5 in parallel with work in edition 3 to compare and evaluate the results obtained. Working in parallel, you can complete accounting and calculations for 2017 and prepare reports in the DB version 2.5, and payroll calculations starting from January 2018 are carried out in the new program.

Setting up data transfer

When you first turn on the new version of the program (“1C: Salaries and Personnel Management 8” edition 3), the assistant starts automatically Initial program setup. On the bookmark Start... the switch for selecting a data source for transfer from previous reactions must be set to: Transfer data from the program “1C: Salaries and Personnel Management 8” edition 2.5.

For users running version 7.7, automatic data transfer is also provided. The program sequentially transfers data to edition 2.5, and then to edition 3. To do this, the switch for selecting the data source for transfer from previous reactions should be set to position Transfer data from the program “1C: Salaries and Personnel 7.7” edition 2.3.

Then click on the button Next the transition is made to the selection of a working information base from which data needs to be transferred. The user is offered a list of all infobases installed on the computer (i.e., those that are available in the list of databases when starting 1C:Enterprise). You must select the 2.5 edition database from which you want to transfer data. The path to the infobase is displayed below the list when you move the cursor through the list of infobases. You must enter user authorization information. To do this, indicate the name User and him Password in the appropriate fields.

Please note: it is necessary to specify a user who has full rights assigned in the database from which the information is transferred. Next button press Next opens a bookmark . Here you should indicate Month of start of operation(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 carried out. It allows .

Learn more about the two transfer options

“1C: Salary and Personnel Management 8” provides 2 options for data transfer:

1. Use HR accounting and payroll capabilities;

2. .

Default Data Transfer Options

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

The following data can be transferred:

• directories: organizations, divisions, positions, employees and basic reference information related to them;
• accruals and deductions with a regulated method of calculation (salary, bonus, writs of execution, etc.);
• staffing for the month of commencement of operation;
• personnel history of employees to fill out their personal cards (T-2);
• data for calculating average earnings: for Social Insurance Fund 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 begin from the beginning of the year);
• balances of mutual settlements for the month of start of operation.

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

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

Data for the initial entry of which no special documents are provided are transferred to auxiliary 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 is the personnel data register). Official documents Data transfer enter information into the appropriate accounting registers (Fig. 2).

Rice. 2. Documents “Data transfers”

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

• ROtp - information register Leave register;
• IL - accumulation register Deductions under executive documents;
• ZP_SZO - accumulation registers Time data for calculating the average (general) And Data on accruals for calculating average earnings (total);
• ZP_SZFSS - accumulation registers Data on accruals for calculating average earnings (FSS), Policyholder data for calculating average earnings (FSS) and information register Time data for calculating the average (FSS);
• OCO - accumulation registers Actual holidays;
• ZP - calculation registers Accruals And Holds;
• WIP - accumulation registers Retention accruals for employees, Hours worked by employee;
• Personal income tax - accumulation registers: Income accounting for personal income tax calculation, Property deductions(NDFL), Provided standard and social deductions(NDFL), Calculations of taxpayers with the budget for personal income tax;
• SV - accumulation registers: Income accounting for calculating insurance premiums, Calculated 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 makes no attempt to transfer information that may be distorted due to errors in the source database. Information that obviously cannot be transferred qualitatively due to differences in accounting methods 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 generation of analytical reporting;
• actual accruals and payments for the generation of analytical reporting;
• information about employee loans;
• valid at the time of transfer of leave, including for child care.

Due to the fact that as a result of the transfer there is no data that is not adapted for edition 3, it is possible to Use HR accounting and payroll capabilities.

Description of the complete data transfer

You can choose the option of complete data transfer when Initial program setup on the bookmark Setting up data loading from the infobase follow the link Settings, switching the setting to Use accruals from 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 data is transferred is not limited. For example, if data for future months has already been entered into the 2.5 edition database, then they will also be transferred. With this transfer option, an attempt is made to completely transfer data, 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 the new database will have access to personnel documents and information about employee loans. When transferring data completely, actual accruals and payments are transferred to the program, allowing you to generate analytical reporting for past periods in the new program.

The option of complete data transfer is suitable for organizations with a simple salary 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, writs of execution), information about the insurance and tax status of the employee and rights to deductions will be transferred to the new database of edition 3 according to personal income tax.

Documents Data transfer are filled in automatically with information about time 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 transfer process

When transferring data, several stages automatically go through in succession:

• 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 process progress is made: it is reported which accounting section information is currently being processed.

Possible errors...

The data transfer process is logged, and if the transfer is stopped due to an error, the reason for its occurrence can be seen in the report, which opens at the link Error Information.

...at the stage of connecting to the infobase

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

• database registration error;
• the path to the database, user name or password is incorrectly specified;
• the user performing the transfer does not have sufficient rights;
• other users are working in the source database (when it is opened to transfer data).

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 indicate the correct data, make sure that they have full rights and exclusive access, and then try to transfer again.

...at the data upload stage

Errors at the data upload stage should be examined in the protocol Error Information and correct it in the original database.

...errors at the data loading stage

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

Settings after data transfer

After successful completion of the data transfer, you need to perform the initial setup of “1C: Salaries and HR Management 8” edition 3, taking into account its new capabilities compared to the previous edition, and answer all questions Assistant initial setup programs, as when starting accounting in the program, and enable program capabilities that correspond to the specifics of payroll calculation of the organization.

If you decide to maintain a staffing table, then offers to check it and fill out planned accruals for positions. During the transfer, positions are created unapproved - after checking and additional filling, they should be approved in the program.

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

If this information has already been filled out in the staffing table at the previous step, then the document can be filled out first by command Update by staffing table in the menu More. This will update all rows in the document. When updating according to the staffing schedule, data entered into the document manually will be lost.

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

Additional steps...

After transferring data to the 1C: Salary and Personnel Management 8 program, edition 3.0, according to both the first and second options, additional steps must be performed.

...after simplified migration (default option)

Since in the simplified version only a minimal amount is transferred necessary information, then you need to fill in the information to get started: production calendar, work schedules, tariff groups, set up payment types, etc. Initial program setup assistant suggests entering data such as writs of execution and other planned deductions, information about employee loans, etc.

Transferred data for calculating average earnings is available in Average earnings calculator directly in the documents requiring its calculation.

The transferred personal income tax and insurance premium accounting data for 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, it is possible to generate tax reporting and reports on insurance premiums of past periods, but there is not enough information to generate various analytical reports for past periods. For these purposes, the original database of the previous edition should be preserved and maintained in working order.

...after complete data transfer

Upon completion of the complete data transfer, based on the information contained in the registers, the user can generate analytical reporting for previous periods. It is necessary to make sure that the data from the reports executed in the original and new databases match.

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

Let's sum it up

Please note, regardless of the transfer method, you should definitely make a trial payroll calculation. The algorithms for setting up formulas and time tracking in edition 3 differ from previous editions, so adjustments to the settings may be required. After weighing the advantages and disadvantages of each transfer option, the user makes his own choice.

You can test both transfer options and make a test calculation to compare the labor costs for setting up the program to start using it.

It is better to make the transition to 1C Accounting edition 3.0 immediately after submitting annual or quarterly reports and prepare the next reports in edition 3.0. Since the transition is carried out through an update, all directories, all documents that we introduce in the new reporting period will smoothly flow into edition 3.0.

How to correctly transition to the new edition for users of standard configurations of 1C Accounting 8th edition. 2.0, possible transition difficulties, update errors and methods of manual and automatic transition to ed. 3.0 reviewed in our

Preparation for the transition to 1C 8.3 Accounting 3.0

In order to successfully switch to 1C Accounting 3.0, you must perform the following steps:

1. Create an archive copy of the database so that if errors occur during the update, you can roll back;
2. Update the 1C Accounting 2.0 information base to a release from which you can switch to 1C Accounting edition 3.0;
3. If you are still working on the 1C Enterprise 8.2 platform, then you need to install technology platform 1C Enterprise 8.3;
4. Launch the Accounting 2.0 database using 1C Enterprise 8.3;
5. Generate on the transition date;
6. Generate balance sheets for accounts on the transition date that have account balances.

Instructions for the transition from 1C Accounting 2.0 (8.2) to 3.0 (8.3)

Let's consider step by step instructions on the transition or update from the 1C Accounting program from 2.0 to 3.0. Updating from 1C Accounting 2.0 (8.2) to 3.0 (8.3) can be done both in user mode and through the configurator.

Switching to User Mode

Switching to this mode is possible if you can get an update through online user support. Otherwise, updating 1C from 8.2 to 8.3 must be done through the configurator mode. To go you need to go to the menu Service → Update to version 3.0:

The 1C Accounting 2.0 program automatically checks the possibility of updating and displays a message about it:

If the update is available, you can start using it. When updating in user mode, the 1C Accounting 2.0 program will do almost everything for us. The System Administrator role will be added to the current user (for the transition to version 3.0). We follow the steps suggested by the program:

• Enter the user code and password to access the site with updates. Next button;
• We receive a configuration update, the time depends on the Internet speed. Next button;
• The program suggests either restarting 1C Enterprise and updating the configuration, or not restarting and updating it the next time you start it;
• When you select the option to restart 1C Enterprise, the program is restarted and the configuration is updated.

After the update, the system will launch the updated database in user mode in 1C Accounting edition 3.0.

Switching to configurator mode

If you cannot download the update via the Internet and received it from other sources or are used to updating in Configurator mode, then launch the database in Configurator mode.

Important! To perform an update via the configurator, a special distribution kit is required. It is called the Update Distribution for the transition from edition 2.0. Not all updates to version 3.0 provide an update distribution for upgrading from version 2.0. Therefore, we choose the 3.0 distribution that provides the possibility of switching to 3.0 of our 2.0 release.

For example:

The distribution can be obtained:

• Information and technical support disk;
• Other sources.

In this mode, we assign the user a role System administrator (for transition to version 3.0).

The user who administers the following must be indicated on the Other tab:

• System administrator (for transition ed.3.0);
• Full rights:

The update happens in the same way as you change your configuration from one release to another:

• Menu Configuration →Open configuration;
• Menu Configurator → Support → Update configuration;
• Specify the path to the update file;
• Let's launch the update:

Checking information after switching to 1C Accounting edition 3.0 (8.3)

Please note that after the transition from 1C Accounting 2.0 to 1C Accounting 3.0, unfilled and unposted documents will appear in some journals. They are created for the new numbering of documents.

For example, in database 2.0 the document number was М0000000001, but in edition 3.0 the structure of the number was different: 0М00-000001:

It doesn’t matter how the information base was updated to release 3.0. When starting for the first time after the update, it is recommended to do the following:

• Configure the functionality of the program;
• Check the completion of the Organization's directory;
• Check the accounting settings;
• Check Accounting policy organizations;
• Configure ;
• Reconcile the balance sheet.

The balance sheet generated in 1C Accounting 2.0:

Balance sheet after updating to 1C Accounting edition 3.0:

As you can see, the balance sheets are exactly the same. The update was successful. You can start working in 1C Accounting edition 3.0.

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Due to the fact that in 2018 the 1C company will stop supporting the “1C: Salary and HR Management” configuration version 2.5, it is highly desirable, without delay, to plan and organize the transition to ZUP 3.0 (3.1).

“1C: Salary and Personnel Management” 3.1 is a completely new program, with a new architecture for storing and processing data*, which does not allow in the usual way– by installing the update, switch to the new configuration release. It will be necessary to transfer data from 1C ZUP 2.5 to new system, that is, download and unload data.

*In addition to differences in the architecture, ZUP 3.0 is distinguished by a new design, support for a Web client, and improved usability, in particular due to the ability to use the modern Taxi interface, so updating ZUP 2.5 is quite justified.

You can switch to version 1C ZUP 3.1 from the new month, without waiting for the beginning of the year. We closed the month and switched to a new edition.

It is optimal to make the transition to 3.0 using a simplified transfer option, since all accruals and deductions are transferred not by documents, but by register entries.

Recommended optimal and safe way transition: parallel payroll calculation simultaneously in 2 versions (old and new) of the 1C ZUP program during one (or several) reporting periods. Parallel payroll calculation in both databases will allow users to learn and get used to the new program, comparing it with previous version, will eliminate work stoppages if something goes wrong in the new program.

Instructions for migrating from ZUP 2.5 to 3.1

In order to correctly transfer credentials from one program to another, preliminary preparation of the ZUP 2.5 database will be required. It consists of closing the reporting period (month) in ZUP 2.5, making a copy of the working information security of this version, and using the configurator to test and correct (if necessary, which is most likely) the database.

• Create a clean information base with the latest release of 1C:ZUP 3.1;
• Launch it in an empty database, indicating in the first step of the starting step-by-step assistant that you need to transfer data from edition 2.5; Load data;
• Perform a complete data check after the transfer.

In detail: the procedure for switching from ZUP 2.5 to 3.0 /ZUP 3.1

• Preparing for the transition to a new program

In the old information database version 2.5, complete all documents on calculating salaries, sick leave, vacations, salary payments, calculation and transfer of taxes and contributions, etc. Make a copy of the working ZUP 2.5 database and deploy it in a separate directory. Go to the program in the “Configurator” operating mode, select the “Testing and Correction” command in the “Administration” menu. If the ZUP has not been updated for a long time, update to the latest release.

• Creation of a new information base ZUP 3.1

Last latest release 1C ZUP 3.1 can be downloaded from the 1C update site. In addition, you may need to install a newer version of the 1C:Enterprise 8 platform, updates of which can also be downloaded from the website.

To create a clean information base, you need to launch the 1C shortcut and click “Add”, indicating the creation new base. Next, select the latest release “1C: Salary and Human Resources Management” 3.1 from the template.

Figure 1. Creation of a clean database 1C ZUP 3

• Setting up the start assistant and choosing a data transfer option

When you initially launch ZUP 3.1, you must select the item about transferring data from “1C: Salaries and Personnel Management 8,” edition 2.5, and then select one of two options for transferring data:

Figure 2. Transferring data to ZUP 3.1.2.213

From the list of databases, you must select the appropriate version 2.5 database from which you want to transfer data:

Figure 3. Transferring data to ZUP 3.1.2.213

Figure 4. Selecting an option for transferring data to ZUP 3.1.2.213

Transferring data from 1C ZUP 2.5 to 3.1

• When choosing this option, it is not the documents of previous years themselves that are transferred, but register data and directories.
• This option will allow you to use new opportunities in personnel records and payroll calculations.
• Only balances will be transferred for mutual settlements.
• Transfer of personnel history (T-2), data for calculating average earnings.*
• The fastest transfer option.

*However, data on employees under GPC agreements, as well as data on loans, will not be transferred.

• When you select this option, documents are transferred.
• New features of the program will not be used; documents from the previous edition will be used.
• In terms of personnel data, all documents will be moved: dismissal, relocation, etc.
• Planned accruals will be transferred in the form of register entries, whereas with the simplified method, only the slice was transferred.
• According to mutual settlements, all documents are transferred.
• With a complete transfer, it is necessary to correct all accounting errors that most likely occurred in previous periods, otherwise it will have to be corrected in the new database. After this, all documents and data must be verified in both databases.
• Because the amount of data being transferred is large, the process will be slow.*

*All data will be saved in the old database, which you can access at any time and find the necessary data.

Figure 5. Load data

Checking data after transfer

Before starting work with new program 1C ZUP 3.1, as already mentioned, you should check the completeness and correctness of the transferred data from old version– 2.5. To do this, feel free to use reports to reconcile data.

Need to check:

• Organizational structure of the enterprise, directories “Organizations”, “Divisions”, “Territories”;
• Personal data of employees;
• Initial staffing;
• Accruals and deductions, correctness of formulas;
• Balances on mutual settlements.

As a result of the transition to the new version of 1C:ZUP and the preliminary steps taken, after transferring the data, we will receive two separate databases: the old information base of the ZUP 2.5 program with documents and the new one - version 3.1 of the program with initial balances. At the same time, it is recommended to carry out payroll calculations in parallel in both programs for some time, and after you are completely familiar with the new configuration, you can switch to accounting only in it. To use the widest possible functionality and tools, it is also recommended to switch to ZUP KORP.