Support Spotlight: Your Year End To Do. Check it now!
In this article I want to bring back a few tips from earlier articles that highlight tasks that are usually done before a new fiscal year begins. It is a good idea to always do these tasks well ahead of time should you run into unforeseen snags.
Last year I published an article about Changing the Posting Periods. It covers what considerations you should have before making this decision. This involves Fixed Assets, Period End and Budget.
Recently SAP Business One Support also published an article on how to successfully work with Document Numbering Series and Period Indicators.
Previous to that, we offered guidance on how to work in the new year without blocking it for future posting period changes, you can do this by using the the Journal Voucher trick.
The last tip I want to share is in the first Support Spotlight article ever published which was A Smooth New Year with Bank Statement Processing. It describes how to transition effortlessly into the new year when using BSP. It touches on both Document Numbering and Posting Periods.
To discuss these topics with your peers and to share and gain experiences, we recommend you to post questions on the SAP Business One Application Community.
For more articles by the SAP Business One Support team, you can find diverse topics in our blog.