Working Period

This is the limited date range during which you or your users may generate entries. It should match your open fiscal years accordingly. You can see the current period under Company Settings - Finance Settings - Working Period Start/Working Period End. See below:

Note: Maximum time frame allowed is 2 years.

Entering Transactions

Open the Accounting Transactions view (Accounting - More - Accounting Transactions) and click New Accounting Transaction.

 Keyboard shortcuts:

To move on to the next field: TAB

To save a transaction:

MAC:   CMD + RETURN

PC:      CTRL + ENTER

Note: To see New Accounting Transaction option, make sure to enable CPA mode under User Settings beforehand.

Closing a Tax Period

Closing a tax period (see under Accounting ) blocks all accounting entries comprised within the closing:

users can then generate a tax report