About Year End Close
After completing the fiscal year, Working Papers provides a means to close a file to the next year, creating a brand new file and related folder. The current year balances become the prior year balances in the new file. The prior year file remains intact and can be used for future reference and archived according to your file retention policies.
Before performing a Year End Close, we strongly recommend the following:
- Run the Diagnostics functionality (Tools | Diagnostics) to ensure there are no errors in the file.
- Ensure there are no other users in the file.
- Back up the file.
- Ensure you have the proper access rights to the location where the file is being closed (i.e., creation, read, write, and scan access).
- Running the Cleanup process prior to performing a year end close helps to ensure that the new file contains only wanted documents and information.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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