Create Accounting Years

Use the Accounting Periods submodule under Settings to create accounting years.

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

To create an accounting year:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create an accounting year.
  3. In the left pane of the Settings screen, click Company Settings > Accounting Periods.
  4. On the grid toolbar, click Create new accounting year .
  5. In the Create Accounting Year dialog box, provide the applicable information and click OK.