Hi, Coming up to a new financial year. I know that you go to the Summary Page and change the start date but will unpaid invoices and purchase orders carry over or do I have to keep changing the date to view these?
Unpaid invoices will carry over. The simplicity of transitions to new accounting periods is one of Manager’s nicest features. Note that purchase orders have no impact on your accounting no matter when they are from until they are converted to purchase invoices.