How Do I Run A Year End?

• Click Accounting
  
• Click Run Year End
  

 

 

Note: 

If today's date is after the end date of the current period the Run Year End button is visible.  

After the Year End has run, the old period becomes closed and no transactions can be recorded in it.

Adjustments can be added to the old, closed period.

Click here for more detail on the adjustment function.

After the Year End has run, an Undo Previous Year End button is visible which allows the year end to be undone.

Running the year end focusses the ETB (Extended Trial Balance) on the new period which includes transactions previously entered but dated after the end of the old current period.

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