8.1 Understand the two financial-year controls
System Current Financial Year, in entity settings, selects the register's current working/reporting context. Financial Years records audited status. Changing the current year does not mark a year audited, and marking a year audited does not itself select a different working year.
The period's start and end depend on the entity's configured financial year-end. Always confirm the displayed period dates rather than assuming the financial year is January to December.
8.2 Review and mark a financial year audited
Navigation: Financial Years > Add New.
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Reconcile the year's assets, events, WIP and reports and resolve outstanding alerts.
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Obtain the organisation's authorisation to record audited status.
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Select Add New, then the Financial Year.
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Review Current Status.
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Select Audited from the available status choices.
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Select Save and wait for the operation to finish.
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Review the year list and confirm its period, status, modification date and user.
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Ask an administrator to verify the audited snapshot in Settings > Entity Details.
The implemented status transition is to Audited. There is no documented front-end reopen/un-audit workflow. Audited status affects subsequent edit and deletion options and triggers the snapshot-generation process. If saving fails, verify the status and snapshot outcome before retrying.
8.3 Download an audited snapshot
Audience: Administrators. Navigation: Settings > Entity Details > financial-year snapshot table.
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Locate the audited financial year.
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Check that a snapshot download is available.
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Download the workbook and verify its year and entity.
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Retain it with the approved reporting pack.
A snapshot is a saved output associated with audited status. A newly generated report can reflect subsequent changes and is not automatically identical to the earlier snapshot. If a snapshot is unavailable, ask support to inspect the year; do not substitute a fresh report and describe it as the original snapshot.