The close financials button is found under the Accounting Menu System. This function closes financial data in BizWizard Order Manager™ effective on the date specified. Financials should be closed for a time-period in which the transactions are 100% accurate. Once financials are closed, invoices will be locked down and cannot be modified from that point on, nor can the financials closing date be changed to an earlier date. |
To close your financials simply click on Close Financials from the Accounting Menu System. As shown below:
Select the date representing the ending of the financial period you are closing. See the following screenshot:
Related Topics
Accounting
Menu System
Work with Outstanding Receivables
Work With Orders with Deposits Applied
General Ledger Categories
Product Sales Summarization Report
Financial Posting Summarization
Payment Transaction Report
Direct Billing Report
Daily Receipts Report
Sales Tax Summarization Report
Marketing Analysis Report