esiLaw 360 Year End Procedure FAQ's – Dye & Durham Help Centre

In this article we will be going over some of our most Frequently Asked Questions on how to complete your esiLaw 360 Year End Procedure. By the end of this article you should feel confident in being able to complete your year end in esiLaw 360.

We have also provided some scenarios below the procedure to further assist.

Year End procedure in ESILAW 360
It doesn’t matter if your financial year end date is a calendar year end date Dec 31 or any other date. You must run the year end process on your FINANCIAL year end date rather than calendar year end date in order to allow the transaction in new fiscal year to be posted. After year-end process, you still can access reports or post transactions to previous year with a password. The steps below are how to run year-end program

Step #1 - Switch to Single user mode, then create a backup.

File > Switch to Single-User Mode

Maintenance > Backup & Restore

Step #2 - Closing Financial Year

Go to Maintenance -> Close Financial Year

Step #3 - Selecting Financial Year Dates

You will see the window as in below, make sure all the date is correct, then click on “Close Year”.

Step #4 - Closing Unposted Transactions

If you get a message below, that indicates you have unposted transactions. Click on Yes to view which user has what kind of unposted transactions.

*IMPORTANT*

You will have to connect with the user to either delete or post all unposted transactions before you can close your year.

Step #5 - If No Unposted Transactions Are Found But Still Showing

If those user can’t see any unposted transaction in their login, those unposted transactions must be incomplete and left over to be hidden. You may delete it as per screenshot below. Ctrl+double click on the highlighted Icon, it will pop up a window to ask you to delete all unposted trans.