How to check the list of steps to be completed before closing the profit and loss?

Log in to ADDA -->> Admin Dashboard -->> General Ledger -->>Trial Balance -->>Please find the option “Perform Year End” -->>Make a note of activities mentioned here and click on status accordingly Done/N.A or Not Done.

• Related Articles

• How do I view the Balance Sheet, Profit and Loss Statement as an auditor?

  Log in to ADDA -->> Admin Dashboard -->> General Ledger -->> Reports -->> 14. Balance Sheet, Profit & Loss Report.

• How to add the breakup of Total Dues in Defaulters List?

  To send the breakup of total due in the defaulter's list, follow the below steps and enable the notifications: Step 1: Go to Income Tracker >> Set up >> Notifications. Step 2: Scroll to down, Enable the check box: Send the breakup of Total Due in ...

• How do I put up the list of Maintenance Fee defaulters as an Announcement?

  Follow below steps to publish a report as an announcement: Step 1. Login to ADDA -->> Admin Reports -->> Income Tracker -->> Select the Report No.6."Member incomes Due List". Step 2: Go to the bottom of the page and enable the checkbox of Publish ...

• How to fetch defaulter list and send emails to them?

  Please follow the steps below to fetch the defaulter list and send emails to them : Step 1: Go to Admin >> Income Tracker >> Defaulter >> Utilize the provided filters, and the list will be displayed on the screen. How to send an email: Step 2: At the ...

• How to close Profit & Loss account (Income And Expense Accounts)?

  Log in to ADDA -->> Admin Dashboard -->> General Ledger -->>Trial Balance -->>Please find the option “Perform Year End” -->> After checking all activities freeze option will start showing. Once you click on it, the accounting year will be freezed. ...