Other month-end procedures

Month-end Procedures Overview > Other month-end procedures

Many procedures in Accounting Plus can also be considered month-end procedures. The following procedures might be performed at the end of the month at your company; we suggest you click on the links below to learn how to perform these tasks.

Printing customer statements

Most businesses send statements of sales activity to their customers at the end of each month. See Printing statements for more information.

Analysing sales

It's a good idea to be aware of your company's sales activity and trends on a month-by-month basis. The Analyse Sales window can provide you with a graphical representation of your monthly sales. See Reviewing your sales activity for more information.

Analysing purchases

Tracking your company's monthly expenses is a wise business practice. See Reviewing your purchase information for more information.

Counting items in stock

Staying on top of your stock quantities can make the difference between making sales and losing sales. Therefore, it's a good idea to check your current stock levels at regular intervals and be sure your Accounting Plus records match your actual quantities. See Counting stock items for more information.

Recording unrealised gains and losses

If you use the Multicurrency feature of Accounting Plus, you may need to make a journal entry to record your company's unrealised gains and losses for the current month and reverse the previous month's entry. See To record unrealised gains and losses for more information.