Creating suppliers/customers in a different fiscal year (AccountView)
Written By Tess Hoogeboom
Last updated 19 days ago
When creating a new supplier or customer, AccountView automatically assumes that the relation should be created in the administration of the most recent fiscal year. If you need to work retroactively in an earlier fiscal year, this is also possible.
In TriFact365, go to Settings → Administrations and double-click the relevant administration.
Open the Settings tab.
In the Start date financial year for creating relations field, enter a date that falls within the fiscal year in which you want to create suppliers or customers.
Click Save. Don't forget to change this setting back when you start working in the most recent fiscal year again.