How to "Open New Year": Difference between revisions

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== How to Open New Year ==
[http://techwiki.neosys.com/index.php/Procedures#Handling_Requests_that_require_Approval_from_Higher_Authority Management approval is mandatory to proceed  ]


To open a new year, go to Menu > Finance > Maintenance > Open New Year.
To open a new year, go to Menu > Finance > Maintenance > Open New Year.


Select the company for which you want to open the new year.
Select the company for which you wish to open the new year.


Now select the year and click on "View Logs". The system will show a pop-up message saying “No logs found”.
Now select the desired year from the drop-down list and click on "View Logs". This would show a log that contains information about when the last new year was opened and by whom, etc.  


Now click Open New Year and follow instructions.
Now click "Open New Year" and follow instructions.

Latest revision as of 09:29, 25 February 2018

How to Open New Year

Management approval is mandatory to proceed

To open a new year, go to Menu > Finance > Maintenance > Open New Year.

Select the company for which you wish to open the new year.

Now select the desired year from the drop-down list and click on "View Logs". This would show a log that contains information about when the last new year was opened and by whom, etc.

Now click "Open New Year" and follow instructions.