General Ledger EOFY
General Ledger EOFY process
There is no specific year-end processing required for General Ledger. Proceed with your standard month-end procedures as usual.
Overview
There is no specific year-end processing required for General Ledger. Please proceed with your standard month-end procedures as usual.
Reports to run
You may run the following reports before scheduling end of month:
- Trial Balance
- Profit & Loss
- Balance Sheet
Note: An out-of-balance GL Trial Balance should not prevent you from running EOY.
Training videos
Watch these videos to help you complete your EOFY General Ledger checks.
Video
EOFY Finance Module: General Ledger and Balance Sheet
Video
EOFY General Ledger: Period rollover and back posting
Schedule end of month
Upon completion of printing any applicable reports, schedule the end of month for General Ledger.
Refer to How do I schedule end of month processing in Jobpac for steps.
Related articles
You're done when:
Comments
Please sign in to leave a comment.