Period End Activities

At the end of each Period you need to close the

  1. Sales Ledger
  2. Purchase Ledger

Before you can perform period end routines you need to be exclusively signed on.

Click to find other activities you might need to perform before you close the Period.

Exclusive Sign On

Before you can perform period and year end routines you need to be exclusively signed on.

On the Start Page, tick the “Exclusive sign-on” box, then click “Sign In”

Sales Ledgers Period End

  1. Go to Accounts > Sales Ledger> End > Period End .
  2. To continue click Next then follow the instructions.
  3. If you want Focus to post the stock valuation figure as part of the sales period end process, then tick the option “Post stock valuation figures”. Otherwise leave un-ticked.
  4. Confirm the codes for the stock accounts then  continue.
  5. Click ‘Next’ to Confirm the stock valuation figures.
  6. To continue click ‘Next’.

This action will

  • close the sales ledger
  • update accounts’ brought-forward balances
  • reset periodic allocations in transactions files
  • batch post transactions to nominal ledger and
  • trigger the start of the next period

Purchase Ledger Period End

  1. Go to Accounts > Purchase Ledger> End > Period End .
  2. To continue click Next then follow the instructions.

This action will

  • close the purchase ledger
  • update accounts’ brought-forward balances
  • reset periodic allocations in transactions files
  • batch post transactions to nominal ledger and
  • trigger the start of the next period