I need to process for the next Financial year, but the menu options are all greyed out

  • If a new financial year has just started, the reason for all your menu options being greyed out will most probably be as a result of you trying to process in a period in which processing has not yet been set as allowed. You can tell this by the date on your top toolbar displaying in red.
  • To allow posting into the next financial year:
  • in 7.14.6 and later go to File | Change Periods, Set Open Periods.
  • in 7.13.60 and before check that the “Allow processing for this financial year” is ticked in the Period Setup screen for the next financial year.
  • Remember to process your Year End as soon as possible. There really is no good reason not to with Omni Accounts. See When do I need to process a year end?