How To Change Your Fiscal Year

What you need to know: 

AgExpert Accounting displays one fiscal year at a time to ensure optimal performance.  However, switching between fiscal years is quick and easy. If your accountant provides adjustments for a prior fiscal year, you'll need to switch to that fiscal year before entering those adjustments. 

What you need to do: 

  • To enter transactions, you must be in the fiscal year in which you wish to make entries.   

How to (Step by Step): 

  1. Click on the drop-down menu in the upper right corner and select the fiscal year you want to view or work in. 

    Tip: You can freely move between fiscal years and do not have to finish one year before adding a new one. 

Still have questions? Contact support  

Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.