There are five housekeeping tasks you must perform after processing the year end.

Check that your new financial periods are correct

You need to run this check to ensure that your financial periods are showing correctly before you start processing any new transactions.

Refer to the guide Checking financial periods - Post year end.

Checking the integrity of your data

You need to run the data integrity again after the year end. This is to ensure no data corruption occurred when running the year end assistant.

Refer to the guide Running data integrity - Post year end.

Adding and activating the new company 

If as a multiuser you chose to run the year end in a new company, you must enable the company for all users. 

Refer to the guide Adding and activating companies - Post year end.

Taking documents off of hold

You will need to take the documents you place on hold, off of hold to process them.

Refer to the guide Removing documents from hold - Post year end.

Contacting Metrofile (Iron Tree) cloud

Contact Metrofile (Iron Tree) to ensure that they are backing up all of your company datasets.

Refer to the guide Post year end - Metrofile (Iron Tree) backup service.