Getting started
Change your fiscal year
Switch the accounting period you are working in, read an earlier year without being able to change it, and understand what happens to old data.
Updated 12 September 2026
Kuver Books keeps each fiscal year separate. The year selected in the top navigation bar decides which records you see and which period a new entry belongs to. Changing it is an administrator action that changes more than your view, so Kuver Books asks for your password.
Before you change the year
Changing the fiscal year affects the whole workspace and everyone who uses it. When the workspace moves to a new year:
- Data in the previous fiscal year becomes read-only.
- Historical records stay available for viewing and reporting.
- Reports, listings and settings continue under the new period.
You can still open and read an earlier year at any time, but you cannot edit it. Finish the work for the closing year before you move on. In particular, check that:
- Purchase bills and sales invoices are out of draft.
- Adjustments and stock transfers are approved.
- Payments are recorded.
If you use cash adjustments to correct differences, make them at the end of the fiscal year.
Change the year
- Click the Fiscal Year option in the top navigation bar.
- In the Change Fiscal Year window, select the year you want from the Select Fiscal Year field.
- Enter your password.
- Click Save Changes.
To leave without changing anything, click Cancel.
Read an earlier year
- Open the fiscal year window from the top navigation bar.
- Select the earlier year in the Fiscal Year field.
- Enter your password.
The workspace shows that year’s records in view-only mode. Use this when you need to answer a question about last year or collect figures for a tax return. When you are done, switch back the same way. Check the selector before you create anything new.
Who can do this
Moving the workspace between fiscal years is a permission. It is set for each role under Configuration, then User roles and permissions. If the option is greyed out for you, ask the person who holds the administrator role.
Why the separation matters
Keeping the years apart makes your closing balances reliable. Stock valuation, payables, receivables and cash balances are all calculated the same way: the opening position of the selected year, plus the movements recorded in that year. If entries from different years were mixed, you could not trust any of these four figures.