Some helpful checks to do after month end

Do a back up - Click on Tools - Date maintenance - Click on the > next to the top line (Back up Database) Close when complete

Click on Home and make sure you are now reading for the current month.

If you get the red cross instead of the tick, it means you have missed the final close off step. You will have to go back one step and complete otherwise you won’t be in the new month.


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