In order to make your sales
and other reporting meaningful you must close the system and restart
each fiscal year. The timing of this procedure should match your
fiscal year for your business. You may archive your last year
files for reporting purposes by setting the option in
preferences. We suggest that you do archive your files.
Check the fiscal year setting on the general tab of preferences as it
should be set to the current year, for example 2006. The fiscal
year setting will be incremented for the next year in this example to
2007 and as well the beginning year inventory value will be set to the
current year ending inventory value.
Preferences Policies Tab
Failure to do the year
end will cause multi year sales records to be merged and may slow down
your system performance. Do not run more than one year end each
fiscal year.
The year end procedure will reset all
the sales records and inventory files to restart for the year.
No other database files will be affected. We suggest that you
run any year end reports that you may want from the inventory or sales
sections of current reports before proceeding. The inventory and
sales reports will still be available using the past year reports.
Select Run Year End from the
administration menu.
Sales Administration Menu
Year End
Screen
Note that if the sales
register is still open you will get a message to close the register
before proceeding.
Opening the Year End Screen
will trigger a calculation of your year end statistics and present them
on the screen in the statistics table. You must print the year end
report before moving on to processing the year end.
If you do not wish to proceed further at
this time click on the close button or press [ESC] to return to the
sales screen without processing your year end.
Click on Process Year End.
Once started the system will
process all of the files and advise upon completion. Your system has now
been set up for the new year. Note that the fiscal year end in
your preferences (General Tab) has been incremented to the next year by the
system. Do not change the new year setting as you may temporarily
loose access to your past year reports or overwrite your past year
reports for the previous fiscal year the next time you run your year
end.
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