Use Open New Year when your accounting team is ready to begin posting accounting activity for a new year in Load Manager. This is an accounting setup action and should be handled carefully.

Before You Start

• Confirm your team is ready to move into the new accounting year.
• Review open invoices, payments, and year-end balances before processing.
• Make sure you have a backup or approved internal process before making year-end changes.
• Ask other users to pause accounting work while the year-end process is being completed.

Open the New Year Screen

Screen cue: review accounting and report areas before year-end processing.

1. Go to Accounting.
2. Open Settings.
3. Click Open New Year.

Run Open New Year

1. Review the current fiscal year date shown on the screen.
2. If your company wants to clear check register history for the new year, select that option only after confirming with your accounting team.
3. Click Process.
4. Confirm the action only when you are sure the year-end process should run.

After Processing

Screen cue: after opening a new year, use invoice and accounting reports to confirm balances and activity.

• Confirm users can enter accounting activity for the new year.
• Review customer balances and open invoices if anything looks unexpected.
• Use Customer Inquiry to research customer balances, payments, open invoices, and history invoices.

Troubleshooting

• A transaction date is rejected: Confirm the date is inside the active fiscal year range.
• Balances do not look right: Review Customer Inquiry, Open Invoices, Payments, and History Invoices before making setup changes.
• You are unsure whether to clear check register history: Stop and confirm with your accounting lead before processing.

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