This document will help you in understanding what all steps are required to be taken in ERP during the change of the financial year. 



1. Creation of the new financial year


During login, you need to select the new financial year when logging in. To create the new financial year, please follow the following steps: 


  1. Go to Admin > Advanced Settings




        2. Click on the button  “Add New Financial Year” as shown below: 




        3. Now close the ERP, and in the login form, first type your username and password and then select the appropriate Financial year start, and end.


           Now you will also see the new financial year. 


Note: To load the data of the previous financial year also, you can load two financial years in one go 

(Example: 01- Apr-2020 to 31-Mar-2022)