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How do I create a new fiscal year?

How do I create a new fiscal year?

Owned by Customer Quasydoc
Oct 11, 2021
1 min read

  1. Logistics > Finance > Journals

  • Select under "Code" : Purchase Journal or Sales Journal

The following screen will open:

  • Fill in the "Mask" :

    • [YY] --> financial year of the invoice - 2 figures

    • [YYYY] --> financial year of the invoice

    • [NNNN] --> number of the document - 4 digits (or another number depending on the number of times N

Setting example: [YYYY][NNNN] --> then gives 20220001, 20220002, etc.

Click "Save."

2. Local administration > Company data - tab "Accounting info"

Following screen will open:

  • Fill in the year at : Fiscal year

  • Indicate the starting month of the fiscal year

  • Click on "Save".