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  • Change the default financial year

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If necessary, you can change the default financial year starting and ending month for a cashbook. Remember that changing the year will change the reporting period and the calculated balances of reports.

To change the default financial year

  1. Open the cashbook for the relevant business.
  2. Go to SettingsAccount List.
  3. Click the edit icon next to the displayed Financial Year.

    A dropdown list appears with other period options.
  4. Select the correct financial year period from the list.
  5. Click the save icon.