Toggle navigation
Getting Started
Customer Success Services
Knowledge Base
Product Updates
Login
Search
Home
Knowledge Base
How to perform a multiple year end close
How to perform a multiple year end close
Published: 09/12/2016
How to perform a multiple year end close.
Answer:
This feature will not work in a SmartSync file. First make a backup without ticking the “include sync folder” for both the Prior Year and Current Year parent files. Then replace these files on the server and create new child copies for both the Current Year and Prior Year files
.
NOTE if a Caseware Cloud instance is used, you will be required to replace the file in Caseware Cloud.
The multiple year-end close is used if you are working on 2-year ends simultaneously and would like to ensure the adjustments posted in your prior year file are also updated in your current year file. For example, any changes in the 2015 file will also be updated in the 2016 file.
Once you have created the current year's file (for example the 2016 file)
Click on
Engagement | Year End Close
Then click on the
Browse
button
Select the existing current year's file
If you have imported budgets balances; custom balances or forecasts remember to select these tick boxes as well. Also remember to click Annotations to roll forward, else it might clear these in the new file
Rate this article:
|vote=None|
Processing...
(Popularity = 14/100, Rating = 0.0/5)
Related Articles
Practice Management Suite | How to do an Integrated Year End Close?
Getting Started | Year end close
Caseware Working Papers | Performing a multiple Year-End-Close
Caseware Time | Year End Close Rollover Webinar
view all...
Didn't find what you were looking for?
Watch a video
Check out our helpful video guides
Contact Support
Contact our support team
Caseware and the Caseware logo, are registered trademarks of Caseware International Inc. and are licenced for use to Caseware Africa and Adapt IT. © 2023. All rights reserved.
For more information, visit
www.casewareafrica.com
If you would like to keep up to date with the latest Caseware Africa news:
Help
FAQs
How to Guides
User Manuals
Video Guides
Error Codes
Webinar Recordings
Release Notes
Getting Started
Quick Links
Customer Success Services
Knowledge Base
Product Updates
About the Community
Contact Support
Terms of Service, EULAs and other relevant policies
Copyright © 2024 | All Rights Reserved