4 Replies

Hi Mark,

Head to Settings>Getting Started>Cash to set up your opening bank account balances.

I am starting my 30 day trial. Why has my period starting date been automatically set to 30 August 2012. It won't let me delete it. My financial period runs from 1 March 2013 to 28 Feb 2014.

Not to worry, I found the "reset " button :-)

For reporting periods you should be able to edit the first reporting period - however you will first need to delete any periods that appear after it. Once you have updated the first reporting period, you can re-add the other periods.

Deleting reporting periods does not remove any transactions.

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are