Year-end > Year-end process (11 entries)
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Preparing for year-end Before the fiscal year-end Ensure that all financial records are included. Throughout the year, bills and invoices ...
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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 ...
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Video: Fiscal Years Keywords: AgExpert Analyst, Fiscal Year, Year End, Setting up Fiscal Year ...
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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 ...
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Year End File Types
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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 ...
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Video: Create Accountant's Copy Keywords: AgExpert Analyst, Create, Accountant's Copy, Year End, File Create a file to send to your accountant for ...
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Importing the Accountant’s Copy When your accountant returns your file, you can import any additional changes and notes by: Selecting Import Accountant’s ...
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Video: Import Accountant's Copy Keywords: AgExpert Analyst, Import, Accountant's Copy, Year End, File Import the ...
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Undoing the Accountant’s Copy You can undo the accountant’s copy if you created it by mistake or need to make further changes before sending it to your accountant. ...
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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, ...