WorkBook

Move Last Month from Selected Years to the Next Year

Use Accounting Periods under Month-End to move the last month of a selected year to the next 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 last month of a selected year to the next 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 last month of an accounting year to the next accounting year.
  3. In the left pane of the Finance & Administration page, click Month-End > Accounting Periods.
  4. Highlight the year whose last month you want to move to the next year, and on the grid toolbar, click Move Last Month from Selected Year to Next Year .
  5. In the confirmation dialog box, click OK.