Year End

Hi Paul

The system has an automated process described in the guide below:

https://support.clearbooks.co.uk/support/solutions/articles/33000227762-what-does-clear-books-do-at-the-end-of-a-financial-reporting-period

However, you can also lock a reporting period to prevent transactions from accidentally being posted in future incorrectly

https://support.clearbooks.co.uk/support/solutions/articles/33000203018-locking-accounting-periods