Step 1. Open screen System -> Yearly Roll-Over
Step 2. Check Roll-Over Application and check Clear Next Year Budgets if they are to be cleared.
Step 3. Click the Process button
Step 4. The following message displays “A backup of the data MUST have been completed and all the users logged off. Do you wish to exit the process?
Step 5. No - to proceed with the roll-over
Yes - to cancel the process
Step 6. If No has been selected, another message displays:
“Jiwa will be closed at the end of This Process. Do you wish to continue?”
Yes - to proceed with the roll-over
No - to cancel the process
Note: The yearly Roll-Over Application function is best performed in the first week after the end of the financial year. This moves:
• Debtors This Year’s Sales and Budgets into Last Year’s Sales and Budgets in the sales form tab
• Inventory This Year Unit Sales and Dollar Sales into Last Year’s Unit and Dollar Sales in the figures form tab of the inventory record.
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