The Period End All function in SapphireOne allows users to close the current period for all transactions, including clients, vendors, inventory, job projects, time sheets, general ledger, assets, and payroll/HR. This ensures that all organisational data is up-to-date and ready for the next period. This guide will walk you through the steps to effectively perform a Period End for All. The steps are as follows:
In a live environment it is critical you always create a backup before proceeding with any period end.
- Navigate to Management > Management > Period End All.
- Check the Current Period, Period Date Ending and Current Date displayed at the top. If any of these details are incorrect, quit the Period End procedure and investigate.
- Ensure all vital action checkboxes are ticked:
- Reports
- Audit Reports
- Backups
- The Continue button will become active once all checkboxes are selected.
- Click Continue to complete the Period End process for All Modules.
For more detailed information, refer to the Management > Management > Period End All article.