This page is a Work in Progress. As of 29/5/23, the feature has not been released.
Occasionally a church may decide to change the month their financial year starts in. A user with the Conference Administrator role can complete the below steps to do this.
Notes
- If a period already has transactions, it may not be selected as the new month for the financial year to start.
- Changing the financial year start month will result in either a financial year with fewer than, or more than, 12 periods (up to a maximum of 23 periods). This is a result of changing the financial year start month and cannot be avoided. Consideration of the change should be taken into account when running reports around this time, or comparing data between financial years.
- Changes to the financial year cannot be undone so test the changes in the Training environment first.
- Be in the ledger that requires the change.
- Go to Admin | Organisations and select the ledger.
- Click on the Periods tab, then click the Change Financial Year button.
- In the Change Financial Year window, select the correct month in the New Financial Start Year Month field, then click the Preview Changes button.
- 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.
- Click the XX button to proceed with making the change.