How to view financial reports for prior financial years

KB7

Overview

When you need to look at financial reports from prior years, they should always be looked at in the corresponding year’s database. This ensures that the data you are viewing will contain any adjustments or alterations that may have been made after the rollover of the financial year.

Process

1. Log into the database of the required financial year
2. Click on General Ledger > Reports > Financial reports

If reports need to be printed for multiple financial years, you can easily switch between financial year databases by:

1. Click File > Switch to another database > click the correct database > click Switch database

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Last edit: 03/02/21