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  1. Year end change

    Year-End Change:

    If I want to change the year end on Xero say from September to June so that I have a 9 month year from Sept-Jun and then the new 12 month year starts Jul-Jun, is there functionality for this on Xero?

    For example: I did change the year end where I know to do it on the settings, but it doesn't create the 9 month reporting period like Pastel always did, it immediately makes the year Jul-Jun without that 9 month interim time and now it throws my year-end journals a bit messed up...

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    0 comments  ·  Conversion balance  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    May be good for your to raise a case with our specialists for more individual direction on conversion dates, Danielle. 

    From the sounds you'd like to be able to enter data for date prior to 'starting on Xero'. This is generally facilitated via the comparatives and entering Manual Journals for dates prior to the orgs conversion date - We have some help on picking a conversion date and troubleshooting conversion balance on Xero Central 

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