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How to close a finanacial year?
Note: the account must have one financial year at least.
- Click on “Finance” from the main dashboard.
- Click on “Accounting Settings”.
- Click on “Financial Year”.
- Click on the right and left arrows to go to the next or previous pages respectively.
- Click on the bottom arrow on the right side of the required financial year.
- Click on “Close” to close the financial year.
- Enter the end date for the financial year.
- Enter the required description for the new financial year.
- Click on “Save”.
- The system will close the current financial year and open a new one.