To edit or close a financial year:
1. Click on the Configuration > Financial Years tab
2. Click on the edit icon to the right of the year you wish edit:
3. Amend the financial year dates or tick the Period Closed tick box if you wish to close it, or un-tick if you wish to re-open it.
4. Click on the save icon.
Note the financial year is a filter. Data entered against a particular month is captured at that point in time. If that month is no longer within a financial year period it will no longer be displayed in the accounting costs for that project. However, if this period becomes within a financial year period again, it will be re-displayed. In other words, the data is not lost, it is simply filtered out.
You have successfully amended a financial year.
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