End Of Year Procedures
Note: The End of year and stock validation can be reset automatically by the system, see the Automation Manager for more details.
- Run all of your normal end of day/week/month procedures, vatbook, etc.
- Make sure that you reset the PERIOD on the vatbook for all types,
SA, FC, EQ etc
- Printout ANY reports you may want in addition to the Vatbook ones,
the monthly figures report from AP and Stock for instance.
You may also want to consider the reports listed below:
- Sales Graphs (In Reports -> Financial -> Monthly)
- Sales Aged Debtor Report (In Reports)
- Stock Valuation (In Stock -> Reports)
- Stock History (In Stock -> Utilities)
REMEMBER: You cannot get any reports on last years sales through the report generator after you have reset the end of year in stock and automatic pricing. You must run them before!
- Run a master backup (Edge or tapeback ) and keep it safe for at
least 6 months if not for ever.
- Reset the End of Year in Stock Control:
Fees and Stock
Stock Control
Utilities
Reset End of Year
You will need to enter the end of year password. This is
SQUID56F Only say Yes to " Set quantities to zero ?" if you really do want ALL the drug quantities on each stock to be set to 0 !!
- Reset the end of year in Auto Pricing.
Fees and Stock
Automatic Pricing
End of Year
End of YearUse the same password as you did for stock 'SQUID56F'
- Reset the end of year in Monthly/Yearly summary. Same password as before.