Entering prior-year transaction entries
To create entries for a past financial year in the present year, you’ll need to configure that client’s ledger for a previous year.
- Open the Client Details form.
- Go to the Ledger tab.
- In the Year ends field, enter a previous financial year.
- Select Ledger. A general ledger will be created for the client with the current period being the year specified.
- To create transactions for a later year, double-click Close Year.