Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

G/L Month End Procedure


General Ledger Overview Information Guide ->


Complete all Daily & Weekly activities before beginning the General Ledger Month End.
 This can be done any time after the Month End.

Check Reconciliation

Miscellaneous G/L Journals
 Post Miscellaneous Journals

DATE RANGE ROLL-OVER:
 After all daily and month end maintenance is completed for the G/L, change the date range allowed for General Ledger entry to the next month.
 Month End Date Range Roll-Over can be used to flag areas of the system that are ready to roll-over to the next period. The specific G/L areas include:

G/L MANUAL CHECKS

CASH SALE INVOICES

MISC. JOURNALS

Note: all areas flagged 'Y' will be rolled-over.
 To just change specific modules manually, use Date Range Control.

G/L REPORTS:
 The following reports can be printed any time after Month End:

G/L Trial Balance - Summary

Summarize G/L For Financial Statements
 Balance Sheet
 Income Statement

Business Reports (usually a Sales Revenue Summary for taxes)


Topic Keyword: GL0004