Is there a Year End process to run?
Question asked by Simon Rogers 10 years ago
Is there a process to run a year end which then locks down the system to prevent entering an invoice into a prior year?
Question asked by Simon Rogers 10 years ago
Is there a process to run a year end which then locks down the system to prevent entering an invoice into a prior year?
Settings > Periods should contain all you need.
Add the next period of you haven't already and lock down the previous one (optional).
Hi Guys
Thanks. Periods were all set up correctly but did not know where to lock them down.
Now I do :-)
Hi Simon,
Kevin is correct in what he says. This method will divide your account into accounting periods and closing the padlock next to a particular period will prevent you from entering any more transactions into that period.
Many Thanks
Chris