How to create a new financial year for an existing company in the Benchmark Suite?

Aug 8th, 2013

For those clients who are quick to complete their financial year 2013 files, be ready and create the new benchmark year and report as well:

  1. On the Dashboard, click the company to which you want to add a year

  2. Click on Add Year on the right hand side

  3. Then follow the same process as for the last year to create the new year / questionnaire. Btw, you can copy last years entry, if it helps with the data entry

  4. Remember that you can compare the last year(s) against the new / current year in the benchmark section of the app!

Contact us via phone 02 9262 5564, email enquiries@benchmarking.com.au or live chat from within the application if you have any questions.

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