End of financial year requires the same action as a normal end of month - Close of Period after all transactions for the month have been recorded.


The Trust Accounting Reports menu contains the Financial Summary and Financial Details reports.  These can be emailed to multiple owners at the same time.  The information on these reports is grouped based on Close of Period history.  It is recommended to send these reports only after reviewing them.  Individual invoices can be edited to update the chart of account used if mistakes are found.


See more information about Trust Accounting Reports here.