Processing year end

To process your year end, you'll need to create the new financial year (FY) and then set a lockdown date.

How to increase the financial year

1. Log in to Sage Accounting.
2. Click Company and then Change Company Settings.
3. Click General Settings and then Financial Years.
4. Click the plus button to create the new financial year.
5. Tick the box for the Current Financial Year you wish to use.

How to set a lockdown date

1. Log in to Sage Accounting.
2. Click Company and then Change Company Settings.
3. Click General Settings.
4. Click Financial Years.
5. Click the tick box by Set a lockdown date.
6. Enter the date and click Save.
   • All transactions processed before this date will become view only
   • You can use the last day of your current financial year

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