Year End

Year End

Year End Report 

This Report is only necessary if you are using a Fiscal Year End Date other than 12/31/current year. Use the Year End checkbox to indicate that this is the end of your fiscal year.

Period Analysis & Closing 

To run the Year End Report, use the Period Analysis & Closing. If the Year End checkbox is selected, the day after the Closing Date that was chosen will be the beginning date for all Year-to-Date report totals.

If you do not select a Year end Period, the system automatically uses January 1st of the current year as the start of Year-To-Date statistics.

 

Your system will keep a running A/R from year to year. The start number, at the beginning of a new year, will be the same as the ending number from the year before. Any Year-To-Date report will use the beginning date based on this checkbox.

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