How do I change my financial period?

From Catalyst
Revision as of 09:16, 18 June 2019 by Les Ward (talk | contribs) (Les Ward moved page How do I Change my Financial Period? to How do I change my financial period?: Lower case (except for Platinum menu options))
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
financial, month, end, daybook, nominal, update