Departments are required to carry out specific procedures during the calendar month. It is recommended the procedures are carried out during the month with particular emphasis at month-end:
- Run 'Incomplete Invoices Report' - lists all transactions that have not been completed and requires further action (i.e. complete, print and send to customer; needs to be voided).
- Ensure all sales transactions are printed and sent to customers.
- Ensure that all monies are receipted and banked.
Refer to the Month End procedures for further information.