How To Do Year End Process And Creating A Financial Year

Step 1 > Go to “My Reach ERP” under the settings tab.

Step 2 > Click Organization name, it will go to Financial Year

Step 3 > Now click “add” button and create new financial year

Step 4 > Enter the Financial Year.

Step 5 > Select the financial year starting date.

Step 6> If you want to import the opening balances from previous financial year, please select previous financial year under Auto Import opening Balance.

Step 7 > Tick the default check box. This will help you to login to the new financial year directly

Step 8 > Click save.