How do I change my Accounting Period?

Navigation: Settings > Account

This help guide sets out the steps you need to follow to update your accounting period.  By default, the system sets the accounting period to run for one year from the day the LoveAdmin account was created. 

Changing the accounting period only changes what payment requests you are instructing the system to take into account when calculating your payment reports. It does not affect any transactions. You can change the dates as frequently as you require or temporarily in order to generate a specific report.

You can change which records are included in your financial reports by updating the ‘From’ and ‘To’ dates.

Step 1: Login to your account and hover over ‘Settings’ at the top of the page. Then, select ‘Account’.

Step 2: Scroll down to the ‘Financials’ section and update the ‘From’ and ‘To’ fields alongside ‘Accounting period’ as required.  Choose the year, then the month and then a date in the calendar for the date to update. 

Step 3:  Don’t forget to click the ‘Save’ icon that is at the top right of the page for the changes to take effect