1. Go to Process then Year End Update.
2. Select Backup. Once the backup completes, you'll return to the previous screen and can click Next.
   
   NOTE:

   This backup is mandatory. Ensure you save it to a directory that you can easily locate again.

    
   
3. Click Copy Company Data check box, the text box will now become available.
4. Name your Copy Company, for example, YE2026, or with maximum of eight characters. Ensure that you can identify this as your year end company.
   
5. Click Next.
   Creating the copy company takes some time. Don't end the task until it's complete.
6. On the next screen, you’ll need to confirm that you’ve done the following:
   • I have made a backup of my company data
   • I have printed all the annual reports as indicated in my country’s legislative document
   • I have printed all the statutory certificates as indicated in my country’s legislative document
     
7. After selecting all three, click Process.
   The year end update will now run. This can take some time, don’t end the task.
8. You can now delete terminated employees' masterfiles.
   
   • Click Filter, and automatically all terminated employees will be on the right hand side,
     move any masterfile you want to keep to the left
   • Click OK on the filter screen
     
9. Select Delete, then Next.
10. Click Finish.

You’ll now be in the March period. 

Legislative upgrade