WorkBook

Create Accounting Years

Use Accounting Periods in the Company Settings submodule in the Settings module to create accounting years.

To use Accounting Periods in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create an accounting year:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create an accounting year.
  3. In the left pane of the Settings page, click Company Settings > Accounting Periods.
  4. On the grid toolbar, click Create New Accounting Year .
  5. In the Create Accounting Year dialog box, provide the appropriate information and click OK.