- Click on “Accounting” from the main menu.
- Click on “Accounting Settings”.
- Click on the card labeled “Financial Periods”.
- Click on the arrow to the right of the fiscal year you wish to close.
- Select “Close” from the menu.
- Set the “End Date” for the new fiscal year.
- Add the required “Description” for the new fiscal year.
- Click the “Save” button.
- Notes:
- There should be at least one fiscal year in the account. For more details, see the guide “Setting the fiscal year”.
- The system closes the current year and opens another fiscal year in the financial years list.
