How to Update Accounting Month End Date Settings

Modified on Thu, 23 Oct, 2025 at 4:06 PM

How to Update Accounting Month End Date Settings

Made by Katie Neuman with Scribe



2. Click "Home"

3. Click "Settings"

4. Click "Manage Settings"

5. Click the property you would like to adjust. Please note, each property has to be done separately.

6. Click Accounts Receivable.

7. Click "A/R Options"

8. Click the "Search" field under the A/R Fiscal Periods. It is easiest to search by the year. In this case, I searched 2025 so I could adjust the 10/2025 accounting month end period.

9. Click here.

10. Click this icon, the pencil to edit the dates.

11. Click the "mm/dd/yyyy" field.

12. Change it to the date you would like month end to be completed.

13. Click "Save"

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