Year End Process User Guide

As many of our clients' financial year end ocurrs at the end of December, we thought it would be useful to remind you of how to process the year end in IndiCater.

This process must be completed in each outlet by the end of your companies financial year. This locks down the years data (you will be able to access it via reports) and sets the new financial year for you.

IndiCater allows you to use the outlet as usual for up to four weeks beyond the standard 52 found in a financial year to give you time to ensure all the relevant data for the year has been entered.

When the 52 (+4) weeks are complete, you will no longer be able to use the system until the year end has been processed.

The Process Year End button, as highlighted in the image below, will become visible in the Close Period area a few weeks prior to the year end date set in your system.

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Please ensure you are happy that you have entered all the data relevant to the current year.

Steps:

Ensure all other users that have access to the system are logged out. It’s best to do this when access to the system isn’t required.

From within the outlet go to Company > Close Period

Ideally (but not mandatory) all weeks/months should be closed.

Click on the Process Year End link.

You will be presented with the pop up box below, click on Confirm Year End

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You will be logged out of the system.

The process generally takes up to 30 minutes to complete.

On logging back in you should see week 1 of the next year.