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July 10, 2018
December 5, 2018

Software End of Year Checklist

Judi Dunston

As 2018 comes to a close, plan to run reports, perform backups and complete routine maintenance to keep your practice running smoothly and your information accurate.

  • Finalize accounting
     - Ensure all invoicing is completed and posted appropriately
      - Review accounts receivable and write off bad debts
  • Finalize inventory
      - Ensure all inventory is received in the software system
      - Perform a physical count of all inventory items
      - Adjust quantity on hand and adjust cost if incorrect
      - Print report for inventory and year end cost for accountant
  • Process end of year in your computer software system
  • Print out all end of year reports
  • Ensure you have a valid backup and test backup verification
  • Clean all computers and keyboards – set up a schedule to complete this task on a monthly basis
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