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Indigo Business Settings & Preferences FAQs

How do you set up or close a financial year? Need to de-allocate a transaction? Find answers to common Settings & Preferences questions in Indigo Business.

Written by Serena Santamaria

Table of Contents

Overview

This FAQ article brings together answers to common questions about the Settings & Preferences module, helping you with topics related to company settings, catalogues, and configuration options.

šŸ’” Looking for more? Explore our Settings & Preferences module āž”ļø here, jump straight into step-by-step guides āž”ļø here.

How do I set up, modify or close a financial year?

First, you'll need to access the list of available financial years, found in Settings & Pref. > Financial Settings > Financial Years. Next, follow any of the methods below according to your needs.
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Create New Financial Year

  1. Select the āž• Add button at the top left of the grid. The New Financial Year drawer will slide open from the right.
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  2. All the fields will be filled automatically according to the last financial year in the system. Feel free to amend the Name, Description, Date from/to fields according to your needs.

  3. Make sure the Active checkbox is ticked in order for the financial year to be considered by the system.

  4. Select Save.

Modify Financial Year

Select the Edit button at the top left of the grid and modify what's needed on the New Financial Year drawer. Don't forget to save.
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Close Financial Year

  1. Select the Edit button at the top left of the grid.

  2. Tick the Finalised checkbox (āš ļø the year will be locked).
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  3. Select Save.

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