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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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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