WorkBook

Move First Month from Selected Years to the Previous Year

Use Accounting Periods under Month-End to move the first month of a selected year to the previous year.

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 move the first month of a selected year to the previous 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 move the first month of an accounting year to the previous accounting year.
  3. In the left pane of the Finance & Administration page, click Month-End > Accounting Periods.
  4. Highlight 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.