May 2, 2025
What Happens When a New Financial Year Starts in eCashBooks?
When the end of your financial year rolls around, eCashBooks does something pretty clever — it gets your books ready for a fresh start, automatically.
But if you log in and see a blank screen, don’t panic — here’s exactly what’s happening and what to do.
.png "New Year eCashbooks")
Cashbook Setup — You’ve Already Set the Date
During setup, you would have entered your country’s financial year-end date. When that date is reached, eCashBooks automatically rolls your cashbook into the new financial year.
What you’ll see:
-
A new Home Control Page — it’s blank (because no new-year transactions exist yet).
-
You can now only enter transactions within this new year’s range.
Blank Page? Nothing’s Lost.
At first glance, it might look like everything’s disappeared. But rest assured:
-
Your old data is safe and sound.
-
You can easily view previous years by selecting the year from the year dropdown selector.
Think of it as a new tab for a new chapter — clean slate, full control.
What About Leftover Transactions?
Didn’t quite finish last year’s entries? No worries.
Just:
-
Use the Cashbook Year Selector to go back to the prior year.
-
Add or edit any missing transactions there.
It’s all still available and editable within the correct date range.
Don’t Forget These Final Year-End Checks
Before you hand everything over to your accountant, do a final tidy-up:
-
Check your bank statements — look for missed items like fees or direct debits.
-
Check your glove box, petty cash, or receipts folder — anything paid in cash should be entered.
-
Be sure everything is recorded — it’ll save time and potentially boost your deductions.
Once you’re confident it’s all in:
-
Go to the Reports menu
-
Select “Send to Accountant”
-
The system will automatically bundle up the key reports and generate an email ready to send.
Fast. Easy. Clean.
Need a Hand?
If you ever feel unsure, don’t stress.
Our Help Centre is packed with answers: Right hand corner, just ask a question
Leave a Comment