The Period End Assets function in SapphireOne allows users to close the current period for asset-related transactions and move them into history. This ensures that all asset 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 Assets. 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 Assets.
- 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 Assets.
For more detailed information, refer to the Management > Management > Period End Assets article.