Financial periods

Problem reported by David Duncan 7 years ago

When i set up the financial periods i got the date range wrong - they now have lots of transactions against them. Can i just delete the periods and start again or will that lose all of the accounting data that has been inputted so far? It would be really helpful if I could get these to be accurate as the reporting would be more useful.

2 Replies

Hi Chris,

Thanks Paul for your response.

Also, just to clarify, deleting and editing accounting periods will not remove any existing transactions. However, you are only allowed to edit the first accounting period but are able to add new periods and delete any incorrectly periods created.

Thanks, Tommy

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