How to complete a year end

Hi How do I complete a year end so that I can put new invoices and receipts on

In the olden days, you had a whole procedure to do year end. You had to close off accounts before you could start a new year. This was probably based on the fact that accounting used to be very paper based and it was thus necessary.

This kind of procedure is a: no longer relevant and b: is not how Manager works. You don’t have to close anything off anymore. You just simply click edit at the top of the summary page and show balances from your new year start date to today and the summary page will reflect the new financial year.

You can lock the previous financial year’s transactions, by going to settings, lock date, but I have never found the need to do this.

The main benefit of a perpetual system like Manager is that you can see all your previous years transactions, search them, clone them etc, but you are still able to view your current financial year’s status by editing the start date on the summary page.

This is explained in the Guides - as are most procedures in Manager

Please read this => Close an accounting period