End of Financial Year


Colette | email Dec 23 2014, 07:24 PM
Is it possible to roll over the end of the financial year so that the records prior to 1/7/14 are closed and don't appear in the accounting screen.

Also I have a second unit in the same building, will all the accounting be together or can I separate them
Stephane Grenier | email Dec 29 2014, 01:38 PM
Hi Colette,

Please find the answers to your questions below:

1. Is it possible to roll over the end of the financial year so that the records prior to 1/7/14 are closed and don't appear in the accounting screen.

You can setup your Data Filters to only show "This Year". You can find more details on how to do this in Section 4.1 of the user manual at: http://www.landlordmax.com/support/index.php?pg=kb.book&id=2

2. Also I have a second unit in the same building, will all the accounting be together or can I separate them

You can run reports "for a unit" or "grouped by unit for a building" in addition to "for a building". You can find the complete list of available reports in Section 6.3 of the user manual.

Regards,
Stephan Grenier
Founder
LandlordMax Software Inc.
http://www.LandlordMax.com
http://www.FollowSteph.com


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