How to do Year-End Process in Servquick (2025-2026)
Purpose: This document provides step-by-step instructions for completing the year-end process and creating a new financial year in ServQuick. Follow these directions carefully to ensure accurate closing of the current financial year and proper initialization of the new one.
Step-by-Step Instructions
1. Navigate to the Year-End Process Module
Navigate to the Accounts module in Servquick.
In the Accounts module, choose the Finance and Accounts section.
In the Finance and Accounts screen, choose the Tools option and click on Year-End Process
2. Configure the Year-End Process
Select Location:
Use the keyboard (Enter or Tab) to navigate to the location field.
Choose either All or select a specific location as required.
Choose Closing Transaction Year:
After selecting the location, press Enter to move to the closing transaction year (2024-2025).
The system will automatically set the next financial year’s begin date based on your selection expl: 01/04/2025
Select Profit & Loss Ledger:
Use Enter or Tab to navigate to the Profit & Loss Ledger field.
Choose the appropriate ledger from the options. This ledger will carry forward balances from the previous financial year.
Enable Force Year End (Y/N):
If set to Yes, it will carry forward the closing balances of customers, suppliers, and similar accounts as opening balances for the new year.
3. Run Year-End Process
Run Year End:
Once all selections have been made and confirmed, click on the Run Year End button.
A confirmation message will appear once the process is successfully completed.
By following this, you can complete the year-end process in ServQuick and start the new financial year with accurate records.
For further assistance or questions regarding this process, please consult the ServQuick support team
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