More in Getting started
Where to find it
MenuSelect Company screen › Change Financial Year icon
Steps
- On the Select Company screen select the current-year company and click the Change Financial Year icon.
- Check Current Financial Year and the New Financial Year Date Range (starts one year after the old one; the end date fills in automatically 364 days later).
- Choose the new data storage path if needed (Set Data Storage Path).
- In Move Students From this Class to this Class pick Class in Current Session and the next class (Shift students to this Next Class) and click Add to List for every class. Use Change Category the same way for fees categories.
- Optional checkboxes: Carry Zero Balance of all students and Discontinue all students in next session.
- Click OK, Transfer these students to next session. A progress bar runs; at the end "Session Changed Successfully – Restart your software" appears and the program closes.
Fields & options
- Current Company Details, Starts From, Ends On, class and category mapping grids.
TipTake a backup first. Do the class mapping carefully – students in a class that is not mapped may not be moved as expected.
TipUnless Carry Zero Balance is ticked, each student's pending fees plus ledger balance becomes the opening balance in the new session.
TipThe program closes itself when done; reopen it and choose the new company.