A log out message can be sent to the remaining users from this part of the program.Click Disable Logons to keep employees out while the process runs. In Administration select Help > View Active Processes to verify that all users have closed out of the program. All employees are logged out of ProSystem fx Practice Management.Be sure that the reports balance, depending on the reports (see Balancing Reports at the end of this document). These will vary depending on the firm’s reporting needs.All year-to-date reports for current year are printed.All current year Billings and Accounts Receivable are complete and updated.
All time is entered and updated (posted) for current year. Before proceeding with the year-end procedures:. The Year End Procedures option can be found on the Firm menu in Administration. If the Year End Procedure option is grayed out, see the firm Administrator to grant the security permission to utilize this feature. Running Year End Procedures changes the fiscal year-end date for the firm to the New Year, sets the current year, and calculates the New Year beginning balances for clients.Īll postings and billings for the current year must be completed before the year is closed however, time, invoices, and payments may be posted for the next year before running Year End procedures. Note: A message of "Not Responding" after the process has started does not mean there is a problem the system is still processing. Ignore and allow completion or contact ProSystem fx Practice Management support immediately before aborting. Warning: It is imperative that a backup of the database be performed prior to proceeding through this process. Should failure or abortion of the process occur, restoring from a backup copy is the "recovery" process. 
Year End Procedures - CCH ProSystem fx Practice Management (versions 2005 and above):
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The video below shows how to run year end procedures using CCH ProSystem fx Practice Management.
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