The Start a New Fiscal Year windows allow you to complete the necessary steps to close the previous fiscal year and begin the next fiscal year. Six windows guide you through the process of starting a new fiscal year.

In this window, you'll indicate whether you want to exclude certain transactions from the Start a New Year process. We recommend that you mark each of these selections.

• Mark the Do Not Erase Receipts Grouped with Undeposited Funds selection if you don't want to erase transactions from your company file that you've indicated you want grouped with undeposited funds using the Group with Undeposited Funds feature.

• Mark the Do Not Erase Disbursements Grouped with Electronic Payments selection if you don't want to erase transactions from your company file that you've indicated you want grouped with electronic payments using the Group with Electronic Payments feature. (Whether the disbursements have been made or not yet made, the transactions won't be erased.)

• Mark the Purge Audit Trail Entries if you want to purge all the Audit Trail log entries that were recorded during the previous fiscal year. (Changes and entries recorded by Audit Trail Tracking)

• To find the Start a New Fiscal Year (window # 4)
• Closing a fiscal year and starting a new one
• To close a fiscal year