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Accounting periods can be managed in the finance & administration module or the settings module. They are usually managed by designated role(s) or person(s) within each agency or office.
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ON THIS PAGE YOU WILL FIND:
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CHECK COMPANY SELECTION
If you have access to multiple companies within your system, ensure you have selected the relevant entity from the dropdown list before making any updates to finance & administration settings
If you only have access to one company this field will default accordingly
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In the top half of the screen you can set/delete your agency’s financial year
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ICON
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FUNCTIONALITY
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Create new accounting year
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Delete accounting year
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Move first month from selected year to previous year
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LOCK OR OPEN ACCOUNTING PERIOD
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