Month End Reporting Process
The process to produce the month end management reports includes;
- Import actual results for the Profit and Loss.
- Import actual results for the Balance Sheet.
- Import leave under Capacity Drivers (if applicable)
- Employees to update payroll forecasts. Although some users may do this quarterly.
- Run the Actual v Budget Report to review variances.
- Update Zoho (dashboards) under the Zoho menu item.
You can also click on the wizard icon on the menu bar and follow the steps under the "Month End Reporting" option.