Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers

Year End Reports

Datafile Software

Year End Reports

An option of Year-End Reports can be added to the menu on Diamond and Premier product levels. This offers a similar selection of reports to the Automatic Reports option above that is run at month end. When you select the option you are prompted whether you wish to print the reports for the previous or current financial year (defaulting based on the current period). When you’ve chosen the year the selected reports are printed.

Notes

Whilst the full list of application reports is available, some are of limited use within the automatic year-end reports menu.Reports on the accounts file such as the ‘List of Accounts’ or the ‘Customer Analysis Report’ will report details as per the current point of time, as will the ‘Aged Debtors Report’ and the ‘Ledger Control Summary’. In addition the tax reports print details based on current data. The transaction reports and the turnover and nominal analysis reports are the only reports where the data reported is affected by running on the year-end reports menu.

Custom Fields
  • Release ID: Standard
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Update Nominal Ledger
Viewed 1830 times since Mon, Jul 2, 2012
Validate Account and Stock Groups Entries
Viewed 1983 times since Fri, May 27, 2016
Save Period End Reports
Viewed 1803 times since Fri, Nov 22, 2013
Credit Control Manager (S/L Only)
Viewed 27486 times since Wed, Jun 13, 2012
Posting Transactions - Confirm Due Date
Viewed 147 times since Wed, Oct 16, 2024
Transaction Reports - Application User Facilities
Viewed 1780 times since Mon, Jul 2, 2012
Allocation Actions – Omit Exclusive File Locks
Viewed 896 times since Fri, Jun 19, 2020
Set Transaction Status Flags - Sales Ledger
Viewed 1866 times since Mon, Jul 2, 2012
Name and Address List
Viewed 1894 times since Mon, Jul 2, 2012
Trans Sub Contract (Purchase Ledger) - Database Profiles
Viewed 1973 times since Mon, Jul 2, 2012