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:
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:
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:
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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