From the Main Menu, click on the "Operations" button.

In the Operations Menu, click on the "End Of Month" button.

(1) Click on the "Setup" button.

This screen shows the amount of time that you wish to keep history.  The above settings are recommended, but can be changed to fit your needs.  

(2) Months of EJRLS should not be increased  to more than 12 months, but can be decreased if you wish.

(3) If you use Clock In and Clock Out feature on the register, then Months of Time Clock Entries to Retain shows how long you wish to keep these records on the Manager's Work Station.

(4) Years to retain Above History is how many years you want to keep your transaction history.

(5) Click on the "Apply" button.

(6) Click on the "Close" button.

Note: You will only need to setup your End Of Month once.

(1) From the End Of Month screen, click on the "Start EOM" button.

The options shown here will do a complete End Of Year. If you are only doing the House Account Year End you should still check the History Processing files.

(2) Click inside the date box to choose the last day of the year you are closing.

(3) Check the first check box to Process Accounts Receivable Month End. Check the second box to Process Accounts Receivable Year after Month End when closing last month of year. Check the third box to Remove Accounts Receivable Electronic Journal History FIle On Year End.

(4) Check the first check box to Process Inventory Month End. Check the second box to Process Inventory Year End after Month End when closing last month of the year. Check the third check box to Use New Period After Inv Month End.

(5) Check the first check box to Close and Delete Open Purchase Orders. Check the second check box to Compress / Remove old history.

(6) Click the "OK" button to start the End of Month.

(7) Click on the "Yes" button to continue.

From the End Of Month screen, a prompt will appear  asking you to wait while the End Of Month processes.

Click on the "Yes" button to confirm and remove all old history.

Click on the "Quit" button.

From the Operations menu, click on the "Main Menu" button.

(1) From the Main Menu, click on the "Setup" button.

(2) From the Setup menu, click on the "Store Setup" button.

(3) Type in the number 0, then click on the "OK" button.

(4) Click on the "Edit"button.

(5) In the upper right corner of the Store Setup screen, change the Fiscal Year Begin date to the new year.

(6) Click on the "Apply" button.

(7) Click on the "Store" button.

(8) Type in your store number. Then click on the "OK" button.

(9) Update the Current Financial Period to 1.

(10) Click on the "Apply" button.