Once you have rolled over your End of Year inside SoEasy, your accountant will have received information that they will use to process your End of Year accounts.

If you have made a mistake and you try to click on an entry and change it, you may be prompted with:

"This transaction is from a previous financial period. You can't delete it."

To resolve the issue

  1. Add an invoice/credit note that will adjust the original transaction by simply selecting the "Add Inv/Credit Note" button.
  2. Set the date to today.
  3. Allocate the adjustment to the entry

Special Note

  • If your accountant has not receive the Creditor's information yet, perform the above adjustment but set the date to the original transaction date