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A financial year is closed automatically when you close the last period of this financial year. Thus, you should close the last period of a particular financial year only when the company is ready to close the financial year.
But what are all of the steps to follow for the Year-End?
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Streamline lead management and sales processes with automated, integrated workflows. Create emails for automatic distribution on pre-defined, branded templates. Prevent delays by automatically tracking activities, delegating and reassigning tasks and sending automated alerts. Leverage user-defined fields to search and filter records. Get consistent naming conventions. Create and manage events on one screen with side panels. Streamline fulfillment by linking orders and quotes to opportunities.
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In MYOB Advanced, a project is defined as a one-time effort planned for execution within specific time and cost limits, and with an expected budget and revenue.
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Every MYOB Advanced screen includes basic elements that users use for navigating the system, viewing and managing data, and performing other basic functions. Undertanding how to navigate through the system is key.
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Provide your team with the tools necessary to manage Customer Cases with escalation and automated responses.
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Velixo connects directly to MYOB Acumatica offering bidirectional data integration. This allows you to create, analyse and interact with your financial, operational or project data in real-time, all within the familiar Excel environment.
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