"The New button is greyed out!" If you've ever stared at that screen in confusion, you're not alone. It's one of the most common questions we hear from MoneyWorks users — and the answer usually comes down to how periods are being managed. Once you understand how period management works, it becomes far less mysterious.

You're looking at a January invoice from 2015, but your accounting system now shows it filed under 'October.' The dates are correct, but something seems off.

Remember not to purge the data if you might need it later. This precaution can prevent potential data loss and keep your records intact.

You lock the crossover period to prevent data wrongly entered or removed after you have migrated to MoneyWorks.