I’m sorry, does this manager program have a book closing menu at the end of every year…? So at the beginning of the year new transactions start. unlike before, when I click on the summary menu, all profit and loss transactions will appear from the beginning of the input to the last input. I want only what was seen in the current year
This has been answered in many other topics but for your benefit will do it here also:
The Balance sheet
information on the left side of the Summary screen
will always show from the start of your business because Manager uses perpetual accounting and thus does not restart accounting every year with transferring balances.
The same is true for Profit and Loss
information on the right side of the Summary screen
but you can set a start date for this to for example 1 January 2025 (01/01/2025). You do this by:
-
clicking the
Edit button
next to theSummary title
as in screenshot.
-
setting the period as in screenshot
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In addition to what @eko gave, after you set the period in summary, you can also lock date from previous year by following this guide.
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