Community Forum Portal/Portail du forum communautaire
I am currently running version 2013-04 and am just getting ready to start my year end. I can see that the process is different than in previous versions. I assume that information was sent out detailing this change and I just missed it.... Can you point me to it, or list here how the new version compares with the old.
Hi KDL,
The new year-end process has been simplified and there no longer is a year-end 'wizard' that you have to go through.
Now
it's up to you to tidy up any final submissions for GST/HST/PST,
payroll, accounts receivable/payable since there will no longer be
warnings now that there's no 'wizard'.
If you send a copy of your
AgExpert, you are now able to create an 'accountants copy'. This will
allow you to pick a dividing date. Before this date your accountant will
be able to make any entries to close your year end, meanwhile you can
continue to enter new transactions to stay up-to-date on your entries.
Ultimately, you will be able to merge your accountant's modified copy
with yours and have all the transactions come back together into one
complete file.
Meanwhile, to carry on with transaction entries
into the new year, you simply add a new 'fiscal year' and carry on like
usual with your entries.
For a breakdown, including step-by-step
screens to show you how to make an accountants copy and new fiscal year,
check out these links:
http://community.fccsoftwar...