Process to Close a Financial Year in 16.2.39 or Later Versions

Unisolve Cross Close Financial Year Process in 16.2.38 or Older Versions


SWIL

How to run Close Financial Year in “UNISOLVE”&“Cross” (16.2.38 or Older Version)

Please follow these Steps: (This is manual Process of Close Financial Year & its works only in 16.2.38 or older versions)

Step 1: Go to “System -> Data Backup -> Daily Backup” after taking Backup please copy this backup from safer side in any other Computer Drive, Any External Drive (External Hard Disk, Pen Drive etc.)

Step 2: Go to “System -> System Maintenance -> Structure Verify & Indexing” then software run Structure Verify & Indexing on your data. It’s take some time, it’s depend on your Data. 

Step 3: Go to “System -> System Maintenance -> Close Financial Year” after that software run Close Financial Year option & show following window (In this window by default option select as per required in Closing, but if you wants to done any changes then enable/disable options as per your business requirement). This Process Will Transfer Data & It will take quite some time. All other nodes must not work that time. Press OK to run continue this process. Screen as per below: 

Close financial year close financial year

Step 4: After the completions of the process, please run Structure Verify & Indexing options in New Financial Year Company from System->System Maintenance menu. Now you can start working in New Financial Year Company. After closing on March31, please check Stock & Invoice Print Out to avoid any mistake in new financial year. 

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Unisolve Video Link for Close Financial Year Process:


Following Link For 16.2.38 or Older versions:

https://support.swildesk.com/portal/en/kb/articles/how-to-close-financial-year-in-unisolve-24-8-2018


Following Link For 16.2.39 or Later versions:

https://support.swildesk.com/portal/en/kb/articles/videhow-to-run-close-financial-year-in-unisolve-16-2-39-or-later-versions-auto-process


Cross Video Link for Close Financial Year Process:


Following Link For 16.2.38 or Older versions:

https://support.swildesk.com/portal/en/kb/articles/how-to-close-financial-year-in-cross-24-8-2018


Following Link For 16.2.39 or Later versions:

https://support.swildesk.com/portal/en/kb/articles/video-for-how-to-run-close-financial-year-in-cross-16-2-39-or-later-versions-auto-process


Unisolve Detailed Article Link for Close Financial Year Process:


https://support.swildesk.com/portal/en/kb/articles/how-to-close-financial-year-in-unisolve


Cross Detailed Article Link for Close Financial Year Process:


https://support.swildesk.com/portal/en/kb/articles/how-to-close-financial-year-in-cross

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Thanks


SWIL Team


(Note: After Closing on March 31, please check Stock & Invoice Print Out to avoid any mistake in New Financial Year)


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