Knowledgebase

Closing Off Year End

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1. How do I find my best customers?
   Update the customer ranking first. Use Contacts File > Update Ranking button. Print out a list of your top customers for the year. This can be used for a year end thank you, or to mark a Keyword such as “Preferred Customer”. 1. Main Menu > Sales Reports. 2. Click on Summary of Sales sorted by Cu ...
2. Steps to Closing Off my Year End
   At the end of the fiscal year, you will want to close of your accounts and get ready for the next year. There are several procedures you need to do and a few optional ones. DO A BACK UP FIRST. It is important to close off your year end before you create any new invoices which will alter your rep ...