You will use the Month-End Procedures menu to close your books at the end of the month. In order to close the month, you must print all of the month-end reports and purify all of the schedules. You should save all of the month-end printouts for your records. In addition, you should burn your month-end records to a CD or flash drive. These records are not your monthly backup; they are PDFs only. These records allow you to keep a copy of the files in a secure off-site location.
To access this menu:
Step 1. From the Dealership Accounting main menu, select Month-End. The Month-End Procedures menu will open.