By default, agrē sets up monthly accounting periods. If your company uses monthly accounting periods, you don’t have to change any account period dates.

If your company requires customized accounting periods, you can use the Manage Accounting Period Dates window to define them as needed.

Use the Close a Fiscal Year window to close and reopen fiscal years.

What you'll find:

Adding Accounting Periods

Editing Accounting Periods

Changing Period Start Dates

Closing Accounting Periods

Reopening Accounting Periods

Deleting Accounting Periods

Setting Fiscal Year End

Closing Fiscal Years

Reopening Fiscal Years