Year End Procedures & Closeout

The end of the year is quickly approaching. To ensure a proper year-end for
PrintSmith, please follow the below guidelines.

On your last business day, perform a Closeout.
Once complete, perform a Monthly Closeout.

Then, Go to Reports > Monthly Sales.
Perform a year end composite report of every monthly
closeout for 2006 by highlighting the months from January – December,
Choose the Sales Summary from the pull down menu and click Select.
Print the report. This is your Year End report.

Then, Run the Ranking Report by going to Reports > Customer List.
Report Format > Sales Rank Year, Sort by > Sales Rank Year.
Save the Ranking list.

In addition, with version 7.2.x you can now run add’l Ranking reports. Go to Reports > Account Ranking to run reports like: Number of Orders, Sales by Sales Category, and Balance.

Then run an AR Report (aging report) and be sure to print it and SAVE it.
(The saved file will be stored in your archives folder for reference should you need it later.)

Quit out of PrintSmith and perform a backup of the entire PrintSmith Folder.
Label and store this backup separate from any backups done during the normal
year. A good idea is to backup to a CD and label it 2006 PrintSmith Year End Snapshot.

Hopefully I didn’t leave anything out!!

Who Changed the Tracking Location?

Have you ever had the location change on an invoice without knowing who did it or when?

You can check when the Location changed by clicking on the Status button on Pending List. It gives you a Date & Time Stamp.

If you really want to know who it is, there is a canned report that tracks the Locations and the person who is logged in when they are changed. Just send me an email and I will send it to you.

Or you could use the Downloader browse function if you don’t feel like running a report.