Reporting periods can be updated at any time and will not affect any existing transactions posted to those periods.

Step 1.


Navigate to Settings > Accounting > Periods.


Periods

Step 2.


Only the first reporting period can be edited. Click on the edit icon under the Options column.



If you need to update any reporting periods that have been created after the first reporting period, you will delete these periods using the delete icon ()under the Options column) and re-add.



For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.