AE Practice Manager year-end process
This support note applies to:
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
Add your accounting year before entering timesheets or creating bills for the new financial year.
The year-end procedure is a simple process:
You have one mandatory step to complete; adding a new accounting year and related tasks.
- You also have some housekeeping tasks which are optional. These are to tidy your system for the new accounting year.
Mandatory end of year processes
Setting up your new financial year has three components:
- Add a new accounting year.
- Add accounting periods.
- Add time periods.
To create your new accounting year and periods, see: Adding new accounting years and accounting periods.