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This article applies to:

  • Product: Onvio
  • Audiences: Staff

Add new financial year

You can add a new financial year for your firm, a client, or a contact using the
Add financial Year
 link in the Periods tab.
  1. Go to the Client setup, Contact setup, or Firm setup screen.
  2. On the Periods tab, select the
    Add financial Year
     link.
  3. Choose the Year Begin Date and Year End Date.
  4. Select
    Save
    .