RPOffice EOFY Checklist

RPOffice EOFY Resources

For an extensive guide to handling End of Financial Year in the RPOffice program, click HERE.

But before you generate and send those Financial Year Reports, here’s a useful checklist you may want to run through:

  • Have all invoices and pending payments received on or before 30 June been entered?
  • Have all funds paid into your trust from previous working day been receipted?
  • Are you in balance?
  • Have all funds paid into your trust from previous working day been receipted?
  • Have you run your banking?
  • Have you taken a Backup of your database?
  • Have you run a Trial Print Run?
  • Have you corrected any dissections allocated incorrectly?

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