Difference between revisions of "How do I process a year end?"
From Catalyst
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== Summary == | == Summary == | ||
The following article outlines how to Process a year end. | The following article outlines how to Process a year end. | ||
== More Information == | == More Information == | ||
| − | + | {{warning|text=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.}} | |
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| − | + | After carrying out the necessary processes outlined in the [[How to process a month end|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 {{DataPrompt|Yes}} to close off the year. | *Press {{DataPrompt|Yes}} to close off the year. | ||
| − | {{Note|text=If you get a message that says "Unprocessed data found in the Sales, Purchase or Nominal Ledger" [[Clearing any unprocessed transactions at a year end|click here]] to take you to the article that outlines how to clear down the unprocessed data}} | + | {{Note|text=If you get a message that says "Unprocessed data found in the Sales, Purchase or Nominal Ledger" [[Clearing any unprocessed transactions at a year end|click here]] to take you to the article that outlines how to clear down the unprocessed data.}} |
== See also == | == See also == | ||
*[[Clearing any unprocessed transactions at a year end]] | *[[Clearing any unprocessed transactions at a year end]] | ||
| + | *[[Setting up the Platinum Backup Program]] | ||
| − | {{FAQ}}{{KB_Tags|year, end}}{{ZN_Accounts}} | + | {{FAQ}}{{KB_Tags|year, end, year end, cleardown transactions}}{{ZN_Accounts}} |
Revision as of 08:43, 10 April 2008
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
