Financial Year-End Processing
Learn to manage and process period and year end to get ready for the new year.
By Cristina1 author9 articles
Period End
Steps on how to process Period End correctly.
Unable to close a Period in a new Financial YearLearn why you cannot close a period in a new financial year.
Financial Year End
A complete guide on how to process the Financial Year End.
What the RYE-CCTT-DCTT(0000) Error MeansUnderstand what the RYE-CCTT-(0000) error means when running year end and how to find and fix the imbalance.
View pending items for year endVerify if you have outstanding items that need to be actioned on before processing the Year End.
Close a Financial YearLearn how to close a financial year after completing the Year End process.
Finance Year End checklistPrepare for the Year end process by completing the checklist we curated to support you.
CFR Return
Complete the CFR return with ease, as part of the year-end process.
Set Up Access And Start A CFR ReturnExplore the first steps in CFR permissions,completion on headers and balances.
Complete CFR Income, Expenditure And Other ValidationLearn how to review and edit CFR income, expenditure and other validation pages, and how to resolve queries and errors.
Generate And Export CFR ReturnsLearn how to generate Interim and Final CFR Returns, and how to produce files for LA submission or DfE COLLECT.
CFR-Related Reports And Budget Holder App UpdatesLearn how to run the User and Access Profile Report and how to use the updated All option in the Budget Holder App.