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Rachel Wegener

Rachel Wegener

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  1. Be in the ledger that requires the change.
  2. Go to Admin | Organisations and select the ledger.
  3. Click on the Periods tab, then click the Change Financial Year button.
  4. In the Change Financial Year window, select the correct month in the New Financial Start Year Month field, then click the Preview Changes button.
  5. A grid showing the existing Period Name and Period Code and New Period Code will be displayed. Review this to ensure this is the desired intention.
  6. Image Added
  7. Click the Save button to proceed with making the change.
  8. You will be returned to the Periods tab in Organisations. Review the changes made to ensure they are correct.