How do I reset my Event balances to zero for my next Financial Year?

How do I reset my Event balances to zero for my next Financial Year?

You  have two choices here:

1) Create a new Event for this year's activities. NB its good practice is to add the Year to the Event name so you can tell them apart, eg. "Annual Disco 2014"; "Annual Disco 2015".  Using this method you are capturing all your transactions in separate Event records and this methods works best if you want to treat Events as single, discrete activities and analyse them separately.

• Use the Events and Fund by Cost Code Reports (Summary and Detailed) to analyse all transactions against specific Events (and Funds). This report is NOT date-based.
• Note that you can close old or completed Events by setting their Status to "Closed" (Edit Events).
  • Closed Events will move to the "Closed/Inactive Events" region in the main Events page - expand this region by clicking the "+" sign.
  • Events can be re-opened at any time by setting their status back to "Active"
  • Closed Events cannot be selected for new transactions, but are available in all Reports.

2) Continue using the same Event for your new year and use the following Reports to analyse your income/expenditure for each year/period:

• Event Analysis Summary Report: Reports summarised Event balances for different years/periods. This report uses date ranges and shows balances for Balanced B/fwd; Income; Expenditure; Transfers; Period Balance; and Balance C/Fwd for each Event.
• Event Analysis Detail Report:  Shows detailed Event transactions for different years/periods. This report uses a date range and can either show prior period balances carried forward or just the selected date range transactions by checking/unchecking the "Show Balance B/fwd"  flag in the filter bar.
• Surplus & Deficit (P&L) Report to show a summary of all Event transactions for the selected period.

So, there is no need to reset Event balances in Clubtreasurer. All your historical transactions are maintained for analysis using either or a combination of both of the above methods.