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Year End Reports

Article Number: 1331 | Rating: Unrated | Last Updated: Mon, Jun 19, 2023 at 3:49 PM

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.

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