DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Year-End Procedure


#1

I’m new with Manager and not very bright in book-keeping. What must be done at the end of a financial year to get the requred reports and to reset temporary accounts such as revenue and expenses?


#2

You might want to click Customize button on Summary tab to set start of a new financial year. Other than that, nothing is required.


#3

Im running the desktop edition and cant seem to reconcile the new years accounts. I changed the the date to start the new financial year. When I go to reconcile, it tells me I have to put in the annual satrting amount for last year and when I do that it still does not allow me to reconcile!..Confused? I am!


#4

Can you post screenshot where you got stuck?


#5

Seem to have sorted it…Thanks :slight_smile: