End of year rollover tips

End of year rollover tips, 31 March

If your financial year-end is 31 March you may be wondering what steps you need to take to process your year-end in Exo, so take a look at our handy checklist to make sure you have everything covered.

Processing your end-of-year rollover is actually pretty straightforward. It’s not much different than processing the month-end, but there are a few additional steps.

We have prepared an End of Year Rollover Procedures document that you can download here. Year-end is a good time to process bad debt write-offs and do a stock take. (It’s important to take a backup before uploading a full stock take. We occasionally get support calls from people who have uploaded stock takes that zero out their stock.)

End of year is also a good time to ensure all of your balance sheet accounts have been reconciled (or put on the list for your accountant to do).

If you are using the Fixed Assets module, you will want to make sure all the fixed assets purchased during the year are created as assets in Exo. If you are using Analytics remember to create your upcoming year – the help document above will take you through the steps to do this.

Don’t forget that all reports can be printed as a PDF.  Saving reports electronically will save time and money over printing to paper and filing.

As always, we are here to support you.

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