The change month and year features allow you to set the default month for creating manual transactions, writing checks, and running reports.
Change Viewing Month / Year will allow you to change the date but is a temporary change and only affects the current session in accounting. When you have closed and reopened the accounting module, the month and year will revert to the original date.
Change Current Month / Year will hold the date you select until you change it again. This reflects the information shown in the Company Information.
Change Viewing Month / Year
- Open the accounting module.
- Under the Quick Links section on the left side of the screen, choose the Change Current Month/Year option. This will open the Change Month & Year screen.
- Select the month and year in the dropdown selections.
- Click OK
Change Current Month / Year
- Open the accounting module.
- Under the Tools section on the left side of the screen, expand the Company subsection.
- Choose the Change Current Month/Year option. This will open the Change Current Month & Year screen.
- Select the month and year in the dropdown selections.
- If you want to continue with changing the current month and year for the entire company, click the yes button. This will open a screen that confirms the change has been made.
