Ajera Year-End Tips & Tricks

During this hectic time of year, Axium is here to help. We provide live training sessions, extensive Knowledge Base articles, and online support to ensure that you are getting the most out of Ajera.

Here are some tips to make a smooth transition into the new year.

Reconciling Ajera - step-by-step instructions – KB 3552

Use this Knowledge Base article to reconcile your Trial Balance, Cash Accounts, A/R, Prepayments, Work-In-Progress, A/P, and Salaries Payable.

Archiving Year-End Information - KB 2668

Use this Knowledge Base article to archive your prior year financial information before transitioning to your new year.

Year-End Tasks for Calendar and Fiscal Year (the following is the text from KB 2667

Perform the following tasks in Ajera for:

Government reporting at calendar year-end.
Financial reporting when you close your fiscal year.

Task	Where?	When?
Print 1099s	Company > Government Reporting	Calendar Year
Year-End Adjustments (Accrual, Cash or Both)	Manage > Journal Entries	Fiscal Year
Analyze Outstanding Work-in-Progress and Write-Off as Needed	Manage > Client Invoices	Fiscal Year or As Needed
Backup	File > Database Backups	Fiscal Year
Close Fiscal Year	Company > Close Fiscal Year	Fiscal Year
GL Budgets for New Year	Company > Budgets	Fiscal Year
Maintain Closed or Inactive Setup Information (Projects, Clients, Vendors, Employees and Contacts)	Setup Menu	As Needed

***Please contact Software Support for additional information including dates and times at 800.844.0769 or ajera_support@axiumae.com.

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