{"id":13326,"date":"2023-08-15T09:14:20","date_gmt":"2023-08-15T03:44:20","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/theme-settings\/creating-a-financial-year\/"},"modified":"2026-02-21T11:40:41","modified_gmt":"2026-02-21T06:10:41","slug":"creating-a-financial-year-13326","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/theme-settings\/creating-a-financial-year-13326\/","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 > Click Organization name, it will go to Financial Year<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><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\" 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 > Now click \u201cadd\u201d button and create new financial year.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><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\" 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 > Enter the Financial Year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5 > Select the financial year starting date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6 > If you want to import the opening balances from previous financial year, please select previous financial year under Auto Import opening Balance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 7 > 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\">Step 8 > Click save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><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\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Step 1 &gt; Go to \u201cMy Reach ERP\u201d under the settings tab. Step 2 > Click Organization name, it will go to Financial Year Step 3 > Now click \u201cadd\u201d button and create new financial year. Step 4 > Enter the Financial Year. Step 5 > Select the financial year starting date. Step 6 > [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2237,"menu_order":54,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-13326","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13326","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=13326"}],"version-history":[{"count":2,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13326\/revisions"}],"predecessor-version":[{"id":13447,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/13326\/revisions\/13447"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2237"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=13326"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=13326"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}