Rename Accounting Years

Use Accounting Periods in the Company Settings submodule in the Settings module to rename 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 rename 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 that contains the accounting year that you want to rename.
3. In the left pane of the Settings page, click Company Settings > 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.