Use these helpful checklists to guide you step-by-step through year-end procedures.
Starting a new calendar year checklis t
This checklist includes steps on closing payroll reporting and starting a new calendar year.
Starting a new fiscal…
Before beginning this process be sure that the ' Do not allow transactions dated before ' option is set.
How do I lock transactions dated before a certain date?
Process your adjustments with a date in the previous fiscal year.
If I roll…
This step is to ensure that you have no credit/debit imbalances in your accounts and can be completed by using the option under Maintenance > Check Data Integrity
Check the integrity of company data
How to solve "Data inconsistencies have been detected…