After Completing Year-End Processes

To help your organisation manage processes completed after year-end, the following processes can be completed during December and January.

  1. Check accruals and prepayments have been correctly reversed in period 01.
  2. To analyse earnings and carry them forward to appropriate funds, run the Balance Sheet report for the previous year .
  3. Make any necessary changes to the budget.
  4. Send audited financial statements to Companies House as soon as possible within 9 months of year end (deadline is 31st May).