Although there are no “required” Year-End Closing Procedures in Printer’s Plan, we strongly recommend that you do the following before January 1st.
- Enter all payments you have received.
- Post all orders you have shipped.
- Back up your PlanData: Before you enter any data into Printer’s Plan in the new year, save a copy of the database file, PlanData.mdb, to a backup location, such as a zip disk, CD, or another computer’s hard disk. Rename the copied file. Example: PlanData-YearEnd-2020.mdb.
NOTE: For Cloud Hosted Printer's Plan simply click the Backup button from Home > My Database. By default we keep 30 Days of backups and doing this will keep this backup permanently if you ever need to look at the historical data.
- Print an Aging Report.
- Print key reports by month and by year. Suggestions:
In the Reports section of Printer’s Plan, print Posting Reports, A/R Reports, Comparison Reports, At a Glance Reports, and Sales by Reports. If you have the optional QuickSale tool, open the ‘Quick Sale’ folder and print the ‘Summary by Department’ report.
If you are unable to close the year before January 1st or have concerns please reach out to our support team and we can assist.