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Accounting periods can be managed in the the settings module or the finance & administration 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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SET THE FINANCIAL YEAR
Go to the settings module
Select company settings > accounting periods
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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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Move last month from selected year to next year
LOCK OR OPEN ACCOUNTING PERIOD
To fully lock or open a period then click in the period number column for the month you wish to open/lock
Then click select/deselect entire row button …or…
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Alternatively, select and deselect individual transaction types
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For more information on how to manage accounting periods please refer to the Month End > Manage Accounting Periods article. |
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