Many procedures in FirstEdge can also be considered month-end procedures. The following procedures might be performed at the end of the month at your company; click on the links to the topics below to learn how to perform these tasks.
The Company Data Auditor can be a very useful tool at month-end. It provides an overview of data file information such as the last time you backed up or optimized the file; a review of all your accounts that can be reconciled and the last date each was; and a Transaction Review that helps you analyze your sales, among other things. (Using the Company Data Auditor Assistant)
Printing customer statements
Most businesses send statements of sales activity to their customers at the end of each month. (Printing and emailing invoice and activity statements)
Analyzing sales
It's a good idea to be aware of your company's sales activity and trends on a month-by-month basis. The Analyze Sales window can provide you with a graphical representation of your monthly sales. (Reviewing your sales activity)