Year End (Period Analysis & Closing)

Year End (Period Analysis & Closing)

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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