The financial year end can be a stressful period for many, here are a couple of pointers to help you prepare for this process.
 | Stocktake | MUST be done prior to 31st march - any adjustments done after this are in the new year/month. - Orion users click HERE - SAM users click HERE | |
 | Invoice your Jobs | MUST be done prior to rollover as invoices cannot be backdated | |
 | Finalise & invoice your Purchase Orders | MUST be done prior to rollover - there is no going back once the GL is rolled | |
 | Write off bad debts | Account for expenses in the correct period - Orion users click HERE - SAM users click HERE | |
 | Account for any holiday pay | Check with your accountant if needed | |
 | Complete any Accruals | Check with your accountant if needed | |
 | Check all Balances to the General Ledger | Orion - Stock, Debtors, Creditors, Cashbook/Bank SAM - Debtors, Creditors, Cashbook/Bank (SAM Customers: Applicable if you are using the Elite package with GL) | |
 | Reports | Print any required reports Click HERE for a list of suggested reports | |
 | SAM- Xero sites | Check your Batches are posted If there is a bell - click on it and follow the instructions |  |