WorkBook

Rename Accounting Years

Use Accounting Periods under Month-End to rename 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 rename 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 that contains the accounting year that you want to rename.
  3. In the left pane of the Finance & Administration page, click Month-End > Accounting Periods.
  4. Highlight or hover over the accounting year name that you want to rename and click Edit Year Name .
  5. In the confirmation dialog box, click OK.
  6. In the Edit Period Name dialog box, enter the new name for the accounting year and click OK.