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Section Content
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Import accounting data. Lock periods. Copy data between periods and run auto checks.
Period and year-end closing
Work with Reconciliation BS/Analysis IS. Export closing entries to ERP. Financial statements and Reports. Information and tax. Complete and submit annual report
Transaction analysis
Run auto checks. Add and customize checks.
Housing
Maintain owners and housing units. Complete reporting and submission of thirdparty information.
Group consolidation
Create clients. Set up group structure. Manage eliminations. Prepare annual report. Generate reports and submit the annual report.
Share register
Maintaining shareholders. Generate a book of shareholders. Reporting and submission of shareholder register statement.
Settings
Edit accounting year. Import year-end closing data. Maintain chart of accounts. Change company settings and reconcilication period.
Administration
Create accounting office templates for automatic checks and reconciliation plan.
Client registry
Create client companies. Up-/downgrade clients. Administration of users and groups. Update year-end status.