To Change your Financial Year
(Accountant Plus and Financial Controller only)
Note: This function will affect most areas of your program. Print off the Change Financial Year Checklist and make sure you carry out all of the procedures listed. Read the Change Financial Year Questions for the answers to frequently asked questions.
1. Open the Settings menu on the Sage Line 50 menu bar and choose Financial Year.
The Financial Year window appears showing your current financial year start date.
2. To change your financial year, click Change.
A warning appears informing you that you should run the Check Data option and take a full backup of you data.
3. If you have not done this, do not continue with this procedure and click No.
If you have run the data check option and taken a full backup, click Yes.
The Change Financial Year window appears.
4. From the drop down list, select the month you want to change the Financial Year Start Date to and type the correct year in the corresponding box.
5. To change the Financial Year, click OK, otherwise click Cancel.
A conformation message appears. If you are sure that you want to change your financial year and have all period balances recalculated, click Yes. If you do not want to change your financial year, click No.
If you have chosen to change your financial year, a message appears telling you when the operation has been completed.
Your next step...
Related Topics