This article describes the Year End Procedure within the Accounts section of Unity Practice Management
Year End Procedure
- Once you have finished your Month End Procedure, if it is your year end, the wizard will continue running.
- A pop up will will notify that it is year End and ask if you would like to rule off.
- You must click YES
**Your Year can be no longer than 12 months**
- Tick the checkboxes to confirm each item listed as complete.
- If not yet completed then they will need to be before continuing.
- Click Next:
- Clear down your Profit and Loss to the required nominal.
- All nominals that have been marked as a Profit and Loss will appear in the dropdown for Profit and Loss nominal.
- Select which nominal is appropriate and click Next.
The options are to:
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- Keep the current years existing budgets
- Use the current years actual figures
- Use actual years plus an uplift for the upcoming year.
- Tick the box which you feel is appropriate to you, then click Next
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- You must keep the ‘Post Revenue & Expenditure closing transactions’ as this will clear down the year end nominals. Then click Next
- You can print or save your Nominal. If you save them they will appear in your Month End saved reports in Interactive.
- To save them, do not click print but click Send to then Folder > PDF
- Close this screen and then click Nex:
As with the Nominal ledgers, Supplier Ledgers can either Print or Save the reports. Then click Next
- Nominal ledgers are now cleared down.
- Click Finish and this will close the year.
- Click Exit once the process has finished.
| You will then need to go back into the Reports.net program and run your batch of Year End reports. |
- Select the Year End batch and click Save
- Return to the Accounts program and rule off your banks as normal.