Can you please assist, how do I run a financial year end and roll over to new financial year?
On the Summary screen click “edit” and change the from date to the date when you are in your new year. See screenshot:
To enable you to fill the tax forms, etc just generate the reports that you want such as P&L, Balance Sheet, etc.
When in the new year you cann set a lock date in Settings before which no financial data and transactions can be changed (but it can still chage descriptions, etc). See screenshots:
If never user it, it will be greyed out and you just click on it and will get the next screenshot. Wants set it will be among the active Settings:
Change date:
