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Balance TransferΒΆ

The Balance Transfer sub-menu, under the Utilities Menu, allows authorized users to transfer specific data to the next year. The following data can be transferred:

  1. Masters (All Masters)
  2. Outstanding Receipts and Payments
  3. Balance Sheet
  4. Un-reconciled Cheques
  5. PDC Cheques

This feature ensures a smooth transition of financial and operational data for the upcoming year.

Note: Running this option again in the future updates any pending updates since the last transfer and does not disturb the existing data in the new financial year.