The Cross financial year close process requires version 16.2.39 or later

Unisolve Cross Close Financial Year Process in 16.2.39 or Later Versions



How to run Close Financial Year in “UNISOLVE”&“Cross” (16.2.39 or Later Versions)

Please follow these Steps: (This is auto Process of Close Financial Year & its works only in 16.2.39 or later versions)

  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.)


  1. Go to “System -> System Maintenance -> Close Financial Year” then software shows a warning message window “This Process Will Transfer Data It will take quite some time. All other nodes Must NOT work. Do You want to Continue?”. Press Yes to continue the run Closing process.


  1. After that software run Auto Closing option, First it auto take Backup, after that run Indexing & Structure Verify, then Software automatically check Corruption, if Corruption found it will show Corrupted record (in that case if you sure it’s corruption then select all & press OK for Delete it either Call to our Customer Care No.’s & Make a ticket at swildesk.com for support), 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):


 


  1. Click on OK Button & wait for some time after that Software will complete Closing & It’s Auto Open & select New Financial Year Company &first take Backup &Run Indexing & Structure Verify also, after that software will ask for Import Customer/Supplier Outstanding (Account Balances) if press on “No” it will not import yet, if press on “Yes” it will import Outstanding. (By Default Suggest for “NO”)

If you are using 16.2.38 or Older Versions then please check following article link for Close Financial Year Process:

https://support.swildesk.com/portal/en/kb/articles/unisolve-cross-close-financial-year-process-in-16-2-38-or-older-versions


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Unisolve Video Link for Close Financial Year Process:


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


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


Cross Video Link for Close Financial Year Process:


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


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


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)