Where do I set or update the financial year-end for a client in Bright Accounts Production?

To update the Year-End Date for a client:

1. Open the relevant Client Dataset.
2. Navigate to Settings > Accounting Periods.
3. Edit the Year End Date directly on this screen.

If the Year End field is greyed out:

• Go to Produced Accounts > Status.
• Change the status from Ready for Signing or Closedown to Not Stated.
• Then return to the Accounting Periods screen — it will now be editable.

Important:

• You cannot change the Start Date directly. The start date is automatically calculated from the previous year-end.
• To alter the Start Date, you’ll need to:
  • Delete the current year’s dataset,
  • Then adjust the Year End Date,
  • And re-run the Year End Procedure to rebuild the period correctly.