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Steps for performing year-end

Predefined Workflow Steps for performing year-end  guides the user through the necessary steps to perform year-end by steps.

Case summary

The person responsible wants to run Year-end closure, but is unsure about the correct sequence of steps. In order to perform a year end, they will use the workflow Steps for performing year-end. They will  proceed in the following order:

  1. Download a predefined Workflow from Web service
  2. Run a Workflow

1. Download a predefined Workflow from Web service

The person responsible opens menu Settings | Documentation | Workflow Desing. Next, starts the button for Export/Import data and chooses option for Transfer Registers. 

 

Hint

Workflow can be integrated onto each form in PANTHEON, using settings Available on Form.

 

2. Run a Workflow

The person responsible runs a Workflow using button Run. The following messagge appears:

After running of Workflow, the form for review od Summary reports  opens with Task comments:

In this step, the person responsible should enter Date from and Dato To, then click on button Search for review of automatic postings. When review is done, continues by clicking on button Continue. 

Next, the form for closing classes 4 and 7 is Opened, where Posted from and To should be entered (period fo closing i.e.01-01.2025.-31.12.2025.) and in the next step, the button Posting should be clicked.

After closing of expenses and income accounts, the person responsible  should check Trial balance:

In the next step, when the Trial balance report is checked, the button Continue should be clicked. By clicking on button Continue, the form for Year-end closing opens:

Year-end locks the posts for the selected year-end period. After creating of Year-end closing, the Trial Balance reports shoudl be checked again. So, by clicking on button Continue, workflow opens again Trial balance reports:

In this step, user checks Initial and closing states, ie. closing state for the previous year should be the inital state for current year.

Next, they click on button Continue:

Hint

Within this step, Financial reports are checked - wheter the Trial balance is still ok.

At the end, the person responsible should check the Account card reports for postings after the Year-end closure is created:

Workflow finishes by clicking on button Close.

Using this, user is sure that all steps needed for correct Year-end closure are made.

 

Related topics:

  Transferring eWorkflow via PANTHEON Web Service

 Implementing eWorkflow in your company

  Summary reports

 Close expenses and Income accounts

 Trial balance

 Year end

 Financial Reports

 

 

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