{"id":12704,"date":"2023-07-10T11:00:47","date_gmt":"2023-07-10T05:30:47","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/tips-guide\/creating-a-financial-year\/"},"modified":"2026-02-21T11:40:40","modified_gmt":"2026-02-21T06:10:40","slug":"creating-a-financial-year-12704","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/tips-guide\/creating-a-financial-year-12704\/","title":{"rendered":"Creating A Financial Year"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Step 1 &gt; Go to \u201cMy Reach ERP\u201d under the settings tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 2 &gt; Click Organization name, it will go to Financial Year<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"573\" height=\"254\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/f1-6.jpg\" alt=\"\" class=\"wp-image-12767\" style=\"aspect-ratio:2.25974025974026;width:443px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/f1-6.jpg 573w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/f1-6-300x133.jpg 300w\" sizes=\"(max-width: 573px) 100vw, 573px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 3 &gt; Now click \u201cadd\u201d button and create new financial year<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"562\" height=\"260\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/f2-1.jpg\" alt=\"\" class=\"wp-image-12768\" style=\"aspect-ratio:2.1638655462184873;width:429px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/f2-1.jpg 562w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/f2-1-300x139.jpg 300w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 4 &gt; Enter the Financial Year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5 &gt; Select the financial year starting date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6 &gt; If you want to import the opening balances from previous financial year, please&nbsp; select previous financial year under Auto Import opening Balance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;Step 7 &gt; Tick the default check box. This will help you to login to the new financial year directly<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;Step 8 &gt; Click save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"524\" height=\"221\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/08\/F3-2.jpg\" alt=\"\" class=\"wp-image-13128\" style=\"width:383px;height:auto\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Step 1 &gt; Go to \u201cMy Reach ERP\u201d under the settings tab. Step 2 &gt; Click Organization name, it will go to Financial Year Step 3 &gt; Now click \u201cadd\u201d button and create new financial year Step 4 &gt; Enter the Financial Year. Step 5 &gt; Select the financial year starting date. Step 6 &gt; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2262,"menu_order":28,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12704","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12704","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=12704"}],"version-history":[{"count":5,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12704\/revisions"}],"predecessor-version":[{"id":13705,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12704\/revisions\/13705"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2262"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12704"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12704"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}