End-of-year rollover tips

31 March year-end rollover tips

If your financial year-end is 31 March you may be wondering what steps you need to take to process your year-end in MYOB Exo Business. Enprise has put together two videos and a PDF guide to give you a helping hand to make sure you have everything covered.

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

We have prepared a couple of videos and a handy, printable End of Year Rollover Procedures document to help you.

Note: please watch the month-end video in conjunction with the end-of-year video for maximum benefit.

Month-end procedure: 

 

Year-end procedure: 

 

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 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.


More information

As always, we are here to support you, so please do get in touch if you need assistance.

If you are an MYOB Advanced user and you have any questions about your end-over-year rollover process, we can help with that too – so please do get in touch.

You can contact the Support team via email, or call us: Free phone 0800 436 774 (within NZ), or 09 829 5492.

Download the rollover procedures document (PDF)

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More Information

For more information, contact us.
One of our consultants can call or visit you to discuss your needs.

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