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[Sticky] How do I Enter/Edit older or prior year Transactions?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 151
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How do I Enter/Edit older or prior year Transactions?

  1. In some cases, you may need to enter and/or edit transactions that occurred before or prior to your current Financial Year. This is common when you are first setting up Clubtreasurer, and may also be required to correct any mistakes or add missing transactions.
    Entering or editing prior-year transactions will alter your reported accounts so please make sure this is what you want to do.
  2. Because Clubtreasurer applies an "age-lock" to prevent you entering or editing transactions from older or prior years,  you will need to temporarily change your Financial Year-End date to the earliest year that you want to enter your prior-year transactions. (Navigate to: Setup>Organisation)
  3. You will now be able to enter/edit older transactions.
  4. Once you have finished entering/editing your prior-year transactions, reset the Financial Year-End back to the current year as described in step 2.

This topic was modified 6 months ago by Admin

   
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