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Selecting the ledger year

Accountants Enterprise in Australia only

To change the current ledger year from within the Generating Reports window
  1. Within your General Ledger software, and with the required client ledger open, select Reports > Reporter > Generate reports. The Generating Reports window opens for the client.

  2. Select a report by clicking the adjacent checkbox in the Select column.

  3. Click the Years options.

  4. Click the ellipsis button at the end of the Ledger Year field to view the available ledger years. The Ledger year selection window opens with the currently selected year highlighted in the list box.

  5. Select the ledger year you want to use to provide the client data for the reports, from the list box.

  6. Select the period that you use as the current period when obtaining ledger balances. If the ledger year has more than one period, the Period drop-down list is enabled.

  7. Click OK.

  8. Click the Preview button to view your report.

To change the current ledger year from within the Generating Reports window
  1. In the Generating Reports or Report Designer window, select Tools > Ledger Year. The Ledger year selection window opens with the currently selected year highlighted in the list box.
  2. Select the ledger year you want to use to provide the client data for the reports, from the list box.
  3. Select the period that you use as the current period when obtaining ledger balances. If the ledger year has more than one period, the Period drop-down list is enabled.
  4. Click OK.
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