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How do I close the year in Accounts Receivable?

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Closing the year in Accounts Receivable.




When the current year is closed:

  • The This Year customer totals are cleared and the Next Year customer totals are moved to the This Year boxes.
  • The Year ending date in AR Settings changes to the next year ending date.
  • This date displays in the Close Year - Date Selection window (Tasks, Close Year).

To close the year in Accounts Receivable:

  1. Back up your data files. For more information, see DocLink: How do I use File Tools to back up data files?
  2. From the Tasks menu, select Close Year.
  3. Verify that the New year end date is correct and click Start.

To view customer totals:

  1. From the Accounts Receivable Setup menu, select Customer.
  2. Enter the Customer.
  3. Click the Totals button.
DocLink: Which applications have a close period, month, or year task?
DocLink: How do I reconcile Accounts Receivable to General Ledger?

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