Changing the year end date

It is possible to change the year end date in the middle of a financial year, if necessary, however the aging on your existing reports will be affected.

When a client moves the year end forward, e.g., from December 2009 to January 2010, the periods change in the Company Profile. Data for any dates that are excluded due to the change will still be in the file. In this example, January 2009 is no longer the period 1 in the Company Profile, but transactions dated in that month are saved in the file as needed.

When a client moves the year end backward, e.g., from January 2010 to December 2009, the period(s) between the new year end and the old year end are excluded from the Company Profile. Any entries in that date range are considered to be future transactions and they remain in the file.

To change the year end date, click File | Company Profile | Dates tab and select the new date.

Note: The year end date should bechanged in the Company Profile to the required date prior to the processing of the year end close in the file.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

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Email: support@caseware.com

Phone: 416-867-9504

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