How do I change my financial period?

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

• How to process a month end
• What should I consider at month end?
• How do I process a year end?

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Keywords AND Misspellings

financial, month, end, daybook, nominal, update