Period Setup

Overview

When setting up your Business you were asked for your financial year start and finish, from this information the system generated a set of periods for the previous, current and next financial year, if this has been incorrectly entered it can be changed through the Period Setup (this option can also be used to lock specific periods to restrict transactions being posted to them). To access Period Setup choose Settings » Accounts » Accounting Periods. The following screen will appear.

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If your Financial Year has been incorrectly setup you can use the Change Financial Year button to correct it. Simply press the button and the following form will appear.

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Enter in the appropriate Year Start and End Date and press the save button. If transactions have already been posted this may need to be allocated a new period so this may take some time.

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