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How To: Month End Run Preparation

Before Running Your Month End

Please check the following list and, if required, chase any jobs not completed.

  1. All invoices for the month have been made
  2. Receipts, credit notes and debit notes are up to date
  3. Closed all invoiced-out jobs, thus setting your Work In Progress
  4. Update the vehicles position – Setting your Work In progress
  5. All your creditor invoices have been entered / received on Dr Smash
  6. All RFC have been entered on the computer
  7. Completed the creditors run
  8. Entered in the stock take
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