WorkBook

Create Accounting Years

Use Accounting Periods under Month-End to create accounting years.

To use Accounting Periods in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To create an accounting year:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to create an accounting year.
  3. In the left pane of the Finance & Administration page, click Month-End > Accounting Periods.
  4. On the grid toolbar, click Create Accounting Year .
  5. In the Create Accounting Year dialog box, enter a Fiscal Year Name and identify the End Date for the accounting year.
  6. Click OK.