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How to? : Reset the Year End in Finance Manager

17 years 9 months ago #126361 by Mike Schoen
When setting up Finance Manager for the first time if you accidentally put in the wrong date for your initial year end, it is very easy to "reset" the year end.

1. Go to Administration under the Finance Manager tab
2. Click on Year End
3. You will see two boxes. The box on the right is labeled "Date to Close Fiscal Year ". There will be a date in the box. Simply put in the correct year end date into that box.

Remember, you can't enter any transactions into Finance Manager earlier than the date you enter. So if you want to start using the program as of 9/1/2006 you would enter 8/31/2006 into the box.

The only effect this will have on your data is all your budget data will be "reset" so you will need to enter it again.

4. Hit Save to save your changes
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