Period-end Tasks Topics List
Month-end Tasks
Performing month-end tasks
Reviewing and printing your trial balance
To print a trial balance (or general ledger)
To review your trial balance
Reviewing and adjusting budgets
To print a balance sheet for budget analysis
To review your budget
To change a budgeted amount
Reviewing cash flow
To review cash flow
Information included on the Cash Flow Worksheet
Purging information that's no longer needed
To purge closed invoices
To view purged sales (only detail was purged)
To purge journal entries
Viewing transactions after purging
Reconciling bank accounts
To reconcile an account
To reconcile an account for the first time
To record bank service charges and interest earned
Using the Bank Entry Feature
Reconciling an account for the first time using MYOB FirstEdge
Creating a journal entry for first-time reconciling
Out of balance information -- reconciling accounts
Was the previous reconciliation "fudged"?
To display or print a previously recorded reconciliation report
Using downloaded statements
To use a downloaded statement
To match a transaction
To record an unmatched transaction as new
Closing accounting periods (Optional)
To close an accounting period (Optional)
Using Filters and Advanced Filters
Using the Selected Period panel
Other month-end procedures
Printing and emailing invoice and activity statements
Reviewing your sales activity
Using the Company Data Auditor Assistant
Year-end Tasks
Performing year-end tasks
Closing a fiscal year and starting a new one
To close a fiscal year
How the company file changes when you Start a New Fiscal Year
Backup, Optimize, Verify
To make a backup
To restore a backup
Optimizing and verifying your company file
To optimize a company file (File menu)
To verify your company file (File menu)