This article describes how to Rule Off a Year-End in Unity® Practice Management.

 General Information 

• This utility allows you to rule off a year-end

How to Access this Option

1. Open the Accounts program.
2. Click the Utilities icon.
3. Double-click the Year-End Procedure option. 

How to Rule off a Year-End 

1. Tick the checkboxes where appropriate:
   • This requirement must be fulfilled to proceed.
2. Click Next.
3. Select the financial year-end date.
4. Select Profit and Loss Nominal.
5. Click Next.
6. Select to either keep the existing budget figures or use the current year's actuals as next year's budgets.
   • After you have made your choice, you can also optionally select to increase the budget figures by a certain percentage.
7. Click Next.
8. Click Post Revenue & Expenditure Closing Transactions.
9. Click Next. 

10. Click Print Nominal Ledgers to enable a reports screen from which you can print the year-end Nominal Ledgers. 

    You can skip this stage if the required information has already been printed.

11. Click Next.
12. Click Finish.