To create a new accounting period (previously called a dataset), follow the steps below.
Add a new accounting period
Log in to Access Ledger.
Locate your client and then click on the required entity. If no entity exists, click the New Entity button to set up.
Under the Accounting Periods tab click New accounting period.
Enter a name for the file in the name text box. We recommend using a naming convention such as 2025 Actual.
Complete the Start and End date as required. Use the Calendar control to modify these dates.
From the Source dropdown list choose Add New Source.
Choose an option from the Source Types menu then click Create Accounting Period.