WorkBook

Move First Month from Selected Year to Previous Year

Use Accounting Periods in the Company Settings submodule in the Settings module to move the first month of a selected accounting year to the previous accounting year.

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

To move the first month of a selected year to the previous 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 move the first month of an accounting year to the previous accounting year.
  3. In the left pane of the Settings page, click Company Settings > Accounting Periods.
  4. Select the year whose first month you want to move to the previous year, and on the grid toolbar, click Move First Month from Selected Year to Previous Year .
  5. In the confirmation dialog box, click OK.