How do I Reset Accounts and Restart Current Financial Year
Hi John, please open a Support Ticket in the application request a full organisation reset.
Cheers
I am looking for the same answer
Hi @mellocket
Please open a support ticket from within the application to request a reset. Please let us know if you want to us to do a full reset (ie. remove all transactions and setup) or just your transactions.
Best
On 1st October 2023, we will start a new Financial Year.
I just want to know if there is an easy procedure for doing this?
This is even simpler! Just change your Financial Year-End Date (Nav: Setup>Organisation) and you're done.
This FAQ page provides more details: https://clubtreasurer.com/blog/community/postid/35/
Cheers
Will this process automatically amend the start and finish dates for all the annual repeating funds we have?
@mellockett For specific questions about your own setup please can you open a Support Ticket in the application. This will allow us to investigate your configuration. Cheers.