Editing and deleting accounting years and periods

https://help.myob.com/wiki/x/frQ6Ag

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 (months) and accounting years have not been set up correctly, you can either:

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.
When 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.

See how to set up, edit and delete an accounting year as well as accounting periods.

From the menu bar, go to Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup tab opens.
From the drop-down, select the Accounting Year and click to open the year.
or
On the Tasks bar, click Add/Edit Accounting Year. The Add/Edit Accounting Year window opens.
Select the relevant year. You can edit the details for the year by modifying the Description and the Start and End dates.
Click OK to save the changes. The Add/Edit Accounting Year window closes.
The new year is now available in the Accounting Year drop-down in the Processing Time Setup tab.

From the menu bar, go to Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup tab opens.
From the drop-down, select the Accounting Year and click to open the year.
or
On the Tasks bar, click Add/Edit Accounting Year. The Add/Edit Accounting Year window opens.
Click to highlight the row containing the accounting year you want to delete.
Press Delete on your keyboard. A Confirm Delete message is displayed.
Click Yes.
Click OK. The Add/Edit Accounting Year window closes.
Click OK to save the changes. The Processing Time Setup tab closes.

From the menu bar, go to Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup tab opens.
From the drop-down, select the Accounting Year.
Under Description, 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 Date, for example 01/07/2019, and the End Date, for example 31/07/2019 (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. The Processing Time Setup tab closes.

From the menu bar, go to Maintenance > Maintenance Map > Time Setup > Processing Time Setup. The Processing Time Setup tab 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 on your keyboard. A Confirm Delete message displays.
Click Yes. The Accounting Period is deleted.
Click OK to save the changes. The Processing Time Setup tab closes.