Change Accounting Year

How do view information for a previous accounting year?

Step 1

Click on the File > Change Accounting Year menu option

Step 2

Highlight the year required by clicking on it, then click on the Select button.

To return to your current work, select Current Year.

Shortcut

This shortcut can be used if you have Cashbook  (Level 4) Financial Manager Edition or Cashbook Full Edition.

Step 1

In the top-right corner of the screen there is box that says Current Year with a drop down arrow. 

Step 2

Click on the drop down arrow and you will see the current and previous years listed. Click on the required year.

Step 3

By looking at the very top of the Cashbook window you can tell that you are in the previous year.