Period-end checklists

Use these checklists to make sure your transaction details and audit trail records are kept up-to-date.

Daily and Monthly

The following list items are only recommendations, and you may want to add or remove tasks.

Daily

Monthly

Year-End

Sage Simply Accounting moves all amounts from the current year to the previous year. The end of the fiscal year may or may not occur at the same time as the end of the calendar year. It depends on how you have set up your business.

End of Year