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An Accounting Period indicates the financial period in which transactions will be processed once imported into an accounting package.

Below are steps to show you how to change the accounting period. 

Step-by-step guide



  1. Click the Export Wizard button on the Ribbon.



  2. The Export Wizard screen appears. Ensure that Export Settings is selected on the Export Wizard tree, and then click the Next button.



  3. The Change accounting period dialog appears. Click the Yes button to continue.



    Ensure that all documents for the current period are exported before changing the period. If not, you will be presented with the Export Error dialog informing you about documents that were not exported for the current period.

    If you want to bypass this process and not be shown the Export Error dialog, you can enable the Always Allow Period Change feature. This will allow you to change the Accounting Period regardless of the Export Date or Export Errors.

    This feature can be enabled in Settings > Export Settings. Check the Advanced Period Change checkbox, and the Always Allow Period Change checkbox.


    The Accounting Period date and Period Cut-off Date will be updated accordingly.





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