Year-end > Year-end process (11 entries)

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« AgExpert Analyst Knowledge Base

  • Preparing for year-end Before the fiscal year-end Ensure that all financial records are included. Throughout the year, bills and invoices ...
  • Managing year-end All fiscal years are now contained within a single data file, meaning only one file will be required for each business you operate. The ...
  • Video: Fiscal Years Keywords: AgExpert Analyst, Fiscal Year, Year End, Setting up Fiscal Year  ...
  • Unable to Add a Fiscal Year One of the most common issues you may run across when attempting to add a fiscal year is that you are ...
  • Year End File Types
  • Creating the Accountant’s Copy You may want to give your accountant a copy of your file at the end of the year. By creating an accountant’s copy, you ...
  • Video: Create Accountant's Copy Keywords: AgExpert Analyst, Create, Accountant's Copy, Year End, File Create a file to send to your accountant for ...
  • Importing the Accountant’s Copy When your accountant returns your file, you can import any additional changes and notes by: Selecting Import Accountant’s ...
  • Video: Import Accountant's Copy Keywords: AgExpert Analyst, Import, Accountant's Copy, Year End, File Import the ...
  • Undoing the Accountant’s Copy You can undo the accountant’s copy. If you choose to undo the accountant’s copy, a new copy will need to be created before your ...
  • Data file limitations Now that the year-end process has been removed, the year-end warnings you’re used to seeing will no longer appear. This includes, but isn't limited to, ...