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Close a Financial Year

Learn how to close a financial year after completing the Year End process.

Cristina Gruita avatar
Written by Cristina Gruita
Updated this week

Before You Start

⚠️Important:
You can only close the financial year after you have:

Make sure everything is finished and checked before you close the year.


Close the Financial Year

  1. Click Year End, then click Close Year.

  2. Click the Close Year button.

  3. Read the message displayed on screen to confirm you are happy to proceed.

  4. Click Submit, then click OK.

  5. Click OK again to confirm.

The financial year is now closed.

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