{"id":37346,"date":"2025-08-27T10:13:44","date_gmt":"2025-08-27T10:13:44","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%85%d8%a7-%d8%a3%d9%81%d8%b6%d9%84-%d8%b7%d8%b1%d9%8a%d9%82%d8%a9-%d9%84%d8%a5%d9%82%d9%81%d8%a7%d9%84-%d8%a7%d9%84%d8%b3%d9%86%d8%a9-%d8%a7%d9%84%d9%85%d8%a7%d9%84%d9%8a%d8%a9-%d9%81%d9%8a-%d8%af\/"},"modified":"2025-08-31T08:35:05","modified_gmt":"2025-08-31T08:35:05","slug":"what-is-the-best-way-to-close-the-fiscal-year-in-daftra","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/what-is-the-best-way-to-close-the-fiscal-year-in-daftra\/","title":{"rendered":"What is the best way to close the fiscal year in Daftra?"},"content":{"rendered":"
    \n
  1. Click on\u00a0\u201cAccounting\u201d<\/strong>\u00a0from the main menu.<\/li>\n
  2. Click on\u00a0\u201cAccounting Settings\u201d<\/strong>.<\/li>\n
  3. Click on the card labeled\u00a0\u201cFinancial Periods\u201d<\/b>.<\/li>\n
  4. Click on the arrow to the right of the fiscal year you wish to close.<\/li>\n
  5. Select\u00a0\u201cClose\u201d<\/strong>\u00a0from the menu.<\/li>\n
  6. Set the\u00a0\u201cEnd Date\u201d<\/strong>\u00a0for the new fiscal year.<\/li>\n
  7. Add the required\u00a0\u201cDescription\u201d<\/strong>\u00a0for the new fiscal year.<\/li>\n
  8. Click the\u00a0\u201cSave\u201d<\/strong>\u00a0button.<\/li>\n<\/ol>\n","protected":false},"author":29,"template":"","categories":[2112],"tags":[],"class_list":["post-37346","faq","type-faq","status-publish","hentry","category-closed-periods"],"yoast_head":"\nWhat is the best way to close the fiscal year in Daftra? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/what-is-the-best-way-to-close-the-fiscal-year-in-daftra\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is the best way to close the fiscal year in Daftra? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cAccounting\u201d\u00a0from the main menu. Click on\u00a0\u201cAccounting Settings\u201d. Click on the card labeled\u00a0\u201cFinancial Periods\u201d. Click on the arrow to the right of the fiscal year you wish to close. Select\u00a0\u201cClose\u201d\u00a0from the menu. Set the\u00a0\u201cEnd Date\u201d\u00a0for the new fiscal year. Add the required\u00a0\u201cDescription\u201d\u00a0for the new fiscal year. 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Click on\u00a0\u201cAccounting Settings\u201d. Click on the card labeled\u00a0\u201cFinancial Periods\u201d. Click on the arrow to the right of the fiscal year you wish to close. Select\u00a0\u201cClose\u201d\u00a0from the menu. Set the\u00a0\u201cEnd Date\u201d\u00a0for the new fiscal year. Add the required\u00a0\u201cDescription\u201d\u00a0for the new fiscal year. 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