Month end process in Magnifi

Month End Reporting Process

The process to produce the month end management reports includes;
  1. Import actual results for the Profit and Loss.
  2. Import actual results for the Balance Sheet.
  3. Import leave under Capacity Drivers (if applicable)
  4. Employees to update payroll forecasts. Although some users may do this quarterly. 
  5. Run the Actual v Budget Report to review variances.
  6. 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.