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MYOB Exo: End of Financial Year Guide

Name: Focus Technology Group
Address: 176 Spey Street, Invercargill, Southland, 9810, New Zealand
Telephone: +64 03-211 0099
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Get ready for the end of the financial year on March 31! This guide walks you through setting up the new financial year, rolling periods, and updating fixed assets in MYOB Exo.

Key steps include:

Check your version — Ensure you’re on a recent version for optimal performance.
Set up new financial periods — Define April to March periods and verify date ranges.
Roll the period — Tick “End of Financial Year” and choose whether to post transactions now or later.
Analytics setup — Create the new year in the Analytics module and load sales months.
Fixed Assets rollover — Finalise March depreciation before rolling into April.