Common queries about a financial year end

Where can I find help and support on year end?

You can find everything you need to prepare and run a year end, from our dedicated Financial year end hub.

Can I post into the new financial year before I run my year end?

Yes. You can post into your new financial year before running the Year End option. This means you can continue to process and keep up to date with while you finalise your year end accounts.

Why do I get this warning 'Date entered is outside current financial year'?

This message appears when you enter transactions after the date of your current financial year. If you don't want this message to appear each time you enter transactions dated in the next financial year, you can switch this setting on or off at any time.

Find out more >

How do I produce aged debtors/creditors reports as of my year end date?

If you have continued to process into your next financial year, you may want to see what your customers owed you, or what you owe your suppliers as of your year end date.

Find out how >

Should I reconcile my bank account before running the year end?

You can run the bank reconciliation at any time and it's not mandatory to run it before your year end.

Is there a year end walk-through?

Yes. Look out for the gold badge in your accounts software beside Nominal codes.

This opens a handy walk-through of the year end process from start to finish.

Prefer to see it in action?

Why not register for a free live webinar, where we'll give you the knowledge and confidence to prepare and run a year end, including optional post year end tasks.

Register now >