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
Enquire Account Details
Viewed 2311 times since Mon, Jul 2, 2012
Set Transaction Status Flags - Purchase Ledger
Viewed 1875 times since Mon, Jul 2, 2012
Update Saved Aged Analysis on Payment Entry (S/L only)
Viewed 2142 times since Wed, Jun 13, 2012
Re-Scan Documents (Purchase Ledger)
Viewed 1870 times since Mon, Jul 2, 2012
Auto-Increment Account Codes
Viewed 2402 times since Wed, Jun 13, 2012
Security and User Manager
Viewed 1969 times since Mon, Jul 2, 2012
System Status
Viewed 1832 times since Mon, Jul 2, 2012
Compact & Audit Database
Viewed 1849 times since Mon, Jul 2, 2012
Increased Number of Entries in Allocations
Viewed 1856 times since Fri, Jun 8, 2012
Show History on Order Entry
Viewed 379 times since Thu, Jan 2, 2025