How do I Change the Year-end for my Organisation?

Written by Matthew Cawthra

About

When adding a new Organisation on FUTRLI through Xero or Quickbooks, the Year-end will have already been set on either software. When adding a new Organisation manually, the Year-end will be one of the initial questions asked during setup:

Screen Shot 2017-01-18 at 12.06.40

If this date needs to be changed, FUTRLI allows you to do so.

Step One

To change the Year-end for a manual Organisation, navigate to the Organisations section of FUTRLI and click Settings:

Screen Shot 2017-01-18 at 12.07.37

Step Two

Within the Settings, there is an option to amend the Year-end:

Screen Shot 2017-01-18 at 12.08.21

Step Three

You can then select the month to set as Year-end:

Screen Shot 2017-01-18 at 12.08.57