Workbooks CRM Adminsitrators - Reminder - Configure your Accounting Years

And all of a sudden we find ourselves in March.  We’ve been so busy helping customers with adopting new Workbooks functionality that it’s crept up on us!  Lots of you may well be heading towards a new Accounting Year.  If you’re a System Administrator and haven’t done so already, you should double-check to ensure your Accounting Years have been set up for the next year and beyond.  Without them, your Transaction Documents will show incorrect Accounting Periods and you won’t be able to report on which financial period Transaction Documents fall into. You can check what's been set up in Configuration > Accounting > Accounting Years. For more information visit the Workbooks Knowledge Base