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Advance the Working Period

Updated over a week ago

Please follow the steps below to advance the working period:

  1. Navigate to Debtors, Creditors or Financials depending on where the period needs to be advanced

  2. Click Period End

  3. Select Advance Working Period

  4. Click Green Tick

  5. Read messages and select Yes to progress

  6. Message will appear saying 'Advance *ledger* Working Period complete.'

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