More in Backup & maintenance
Change Financial Year makes a new company for the next year. It carries your masters, users, settings and account balances into it and leaves the old year as it is. Patients and bills stay in the old year by design. E-Lab closes at the end, so plan it for a quiet moment, usually after closing on 31 March.
On this screen
- Set Data Storage Path where the new year's folder is made
- Current Financial Year the year you are leaving
- Database Located at the old year's folder
- Starts From first day of the new year
- Ends On last day of the new year
- Change Financial Year makes the new year
- X closes without changes
| Current Company Details | Company name, Database Located at and Current Financial Year from and to. |
| Starts From / Ends On | The new year's dates, filled as the old dates plus one year. If you change the start, the end becomes one year minus one day after it. |
| Set Data Storage Path | Where the new year's folder is made. |
| Change Financial Year | Makes the new year. |
| X | Closes without changes. |
Steps
- Back up the old year
Click the company, then Backup My Data to a pen drive. - Close the other PCs
Make sure every other PC has saved its work and closed E-Lab. - Open Change Financial Year
Click the company and click Change Financial Year. - Check the dates
Check Starts From and Ends On, for example 01-04-2027 to 31-03-2028. - Click Change Financial Year
A message says the new year is ready, where it is stored and what was carried over. Read it, then E-Lab closes. - Open the new year
Start E-Lab. The list now shows the same lab twice, with different FY labels. Open the new one and log in with the same user name and password as before. - Check two things
Open the Ledger of Cash and check the opening balance. Then look at the short list in the right column below.
What carries over, and what does not
| Carried to the new year | Stays behind or needs a check |
|---|---|
| Lab name, address and installer details, with the company record: machine licence, numbering method, machine IP and port | Patients, bills and reports. They stay in the old year. |
| Test groups, sub groups, tests, formulas and packages | Accounting vouchers. They stay in the old year. |
| Doctors and agents | Cloud connection. It is part of Settings, so it carries over. If Lifora shows "login expired", log in again in Help > Mobile App Integration. |
| Users, their rights and their passwords | |
| Help > Settings, SMS templates, report and bill formats, Lab No. numbering | |
| Additional fields and Medical Examination Report settings | |
| Licence details | |
| Accounts and account groups, with opening balances worked out (below) |
Balance-sheet accounts, such as cash, banks and parties, start the new year with last year's closing balance. Income and expense accounts start at zero, and their result goes to Profit & Loss. The new year also remembers the old folder as Previous Year Database Path in Company Info, which Match Accounts uses. Do not interrupt Match Accounts once it starts.
No retyping
Hundreds of tests, ranges and doctors, every user and every setting arrive in the new year in one step.
Old year untouched
Last year's bills and reports stay exactly as they were, for your CA or a patient's old report.
Questions people ask
Do staff need new passwords in the new year?
No. Users, their rights and their passwords carry over.
Will my Settings and message templates be the same?
Yes. Settings, SMS templates, report and bill formats and the numbering carry over.
Does the analyser keep working?
Yes. The machine licence, IP and port are in the company record, which carries over.
Can I still open last year's reports?
Yes. Open the old year from Select Company. Nothing in it changes.
Do I still need Match Accounts?
Change Financial Year already sets the opening balances. Match Accounts, in the new year's Company Info, takes them again from the previous year's closing balances. It shows a long warning first. Do not interrupt it once it runs.