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Process year end needs to be completed in each outlet after the end of your financial year. You Once you have reached the end of your year, you will be able to continue to use Indicater the normal way for up to 4 weeks past the end of the year, but at this point you will no longer be able to complete certain functions and will have no choice but to complete the process year end.
You will need to choose a time to do this process the year end when users are not needing to use the system as users in that outlet will be logged out for a period. The system advises up to an hour but in reality is is normally a few minutes.
You need to action it in each outlet you and all you do is click Process Year End on the Close Period area, and that outlet will close while the process happens.
Processing year end will close your previous financial year and lock the data in that year. You will then start working in the new year.
Can I still book off orders etc?
Any orders which are still to be booked off, estimates which are still outstanding or invoices which need approving can all still be actioned and all data can still be accessed and viewed, but you won’t be able to go into week 50 and enter an invoice for example.
If you did need to do that, you would add it in your current week and use the Late Invoice date field to assign the correct invoice date.
You can still run reports and exports for the closed year.