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How can I see information from a previous closed year?
How can I see information from a previous closed year?

See information from a previous closed year

Becky Watson avatar
Written by Becky Watson
Updated over a week ago

You have full access to view information from previously closed years within the Period End Closedown screen.

The Archive section is located at the bottom of the Period End Closedown screen. 

To access the information for a specific year, select one of the six hyperlinked reports available - Account Summary, Transaction Report, Account Balances, Bank History, Cash History, or Bank Balances

If there are no blue hyperlinked reports then no period end - not even a draft period end - has yet been done.

If there is no ***** in the Closed field, this indicates the year has not been fully closed and is still in a draft stage. 

To close the year, select the hyperlinked Account Summary report for the year and select Close Down. For more information, see the Article, Period End.

 

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