Financial reports and closing · Guide 201 of 624

Period closing voucher

At year end, the period closing voucher in RockifyERP moves the year’s profit or loss into retained earnings and resets income and expense accounts.

How to do it in RockifyERP

  1. Make sure all transactions for the year are posted and reviewed.
  2. Search for Period Closing Voucher and click + Add.
  3. Choose the company, fiscal year and the Closing Account Head (retained earnings).
  4. Save and Submit.

Tip: Post it only after your accountant has finalised the year’s adjustments.

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