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740 - Remote Training - Financials

Greg Stevens
10-16-2017

Financials

 

The Financials Section of OnSite is where you can run Balance Sheets, Profit/Loss reports and close and lock accounting periods in the system.



Financials Setup & Overview

 

 

Locking and Closing Months

 

 

Flash Financials

 

 

General Ledger Reporting

 

 

 

Procedural Considerations

1.    Are you going to close accounting periods?

2.    How will you utilize the Locking Months feature to prevent data changes?

3.    You should have a VERY STRONG month end close procedure where reports are generated, data is backed up and certain things are spot checked in your system.  Once a month is closed it should remain closed! 

 

 

 

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