Difference between revisions of "How do I change my financial period?"

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Latest revision as of 05:32, 19 June 2019

Summary

The following article explains how to change your Financial Period.

More Information

Before you think of changing your Financial Period, remember that this dictates the calendar month for which you are trying to produce your management accounts, so try to avoid moving it forward until you have completed the accounts for the relevant Financial Period.

Go to " Reports & Settings Set New Financial Period".

  • Highlight the month for your new Financial Period and then press <Enter> or click <Choose>.

See also


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Keywords AND Misspellings
financial, month, end, daybook, nominal, update