Editing and deleting accounting years and periods

https://help.myob.com/wiki/x/aag6Ag

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Accountants Enterprise with Practice Manager only

If your accounting periods and accounting years have not been set up correctly, you may need to perform maintenance on them. For example, you may need to either edit or delete the period or year before adding the details back correctly.

When to edit the date

when the year start and end dates are incorrect. For example they don't start on the 1st day of the year or end on the last day of the year.
Where the month dates are incorrect. For example, they don't start on the 1st day of the month or end on the last day of the month.

This help topic explains how to set up, edit and delete an accounting year.

To edit an accounting year

Select Maintenance > Time Setup > Processing Time Setup on the main menu or Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup page opens.
Click beside the Accounting Year field drop-down.
or
Click Add/Edit Accounting Year on the Tasks bar. The Add/Edit Accounting Year window opens.
Enter the details for the year in the first blank row at the top of the table. You can edit the details for the year you want to change by modifying the Description and the Start and End dates.
Click OK to save the changes and close the Add/Edit Accounting Year window. The new year is now available in the Accounting Year drop-down on the Processing Time Setup page.

To delete an accounting year

Select Maintenance > Time Setup > Processing Time Setup on the main menu or Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup page opens.
Click beside the Accounting Year drop-down.
or
Click Add/Edit Accounting Year on the Tasks bar. The Add/Edit Accounting Year window opens.
Click the row containing the accounting year you want to delete.
Click to highlight the entire row.
Press [Delete]. A Confirm Delete message is displayed.
Click Yes.
Click OK to save and close the Add/Edit Accounting Year window.
Click OK to save and close the Processing Time Setup page.

To edit an accounting period

From the menu bar, select Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup page opens.
From the drop-down, select the Accounting Year.
Click the row containing the accounting period you want to edit.
Overtype the existing text to change the description (if applicable).

Enter a maximum of 100 alphanumeric characters for the accounting period name.
Enter the Start and End Dates for the period (if applicable). Enter the dates in the format dd/mm/yyyy or select them from the respective drop-down calendars.
Click OK to save the changes and close the Processing Time Setup page.

To delete an accounting period

From the menu bar, select Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup page opens.
From the drop-down, select the Accounting Year.
Click the row containing the accounting period you want to delete.
Click to highlight the entire row.
Press [Delete]. A Confirm Delete message displays.
Click Yes. The Accounting Period is deleted.
Click OK to save the changes. The Processing Time Setup page closes.