How do I process a year end?

Summary

The following article outlines how to Process a year end.

More Information

A backup MUST be taken, marked Year End and the year that you are dealing with e.g. Year end 07-08 and put aside.

After carrying out the necessary processes outlined in the month end article for the final month of your financial year and are happy with all printouts go to "Reports & Parameters" -> "End of Year".

When you get the message : "Current Financial Year is 01/<start month>/<year> to 31/<last month>/<year>. Continue (Y/N)".

• Press "Yes" to close off the year.

If you get a message that says "Unprocessed data found in the Sales, Purchase or Nominal Ledger" click here to take you to the article that outlines how to clear down the unprocessed data.

See also

• Clearing any unprocessed transactions at a year end
• Setting up the Platinum Backup Program
• How do I send a Printout to a File?

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Keywords AND Misspellings

year, end, year end, cleardown transactions