Debtors Month-End ONLY version 7.6
Only practices that are on version 7.6 and use the GoodX Month-end system have to do the Debtors month-end at the end of each month.
Practices that use the Accounting Module must also complete a Financial Month-end in the GX Manage Module. Click here for instructions.
If you are unsure whether you are on Month-end or not, click on Update on the MedDebs menu bar
A caption named Month-end should display on the list
Step 1
Make a backup
Make sure that all Transactions for the month has been captured and that all Monthly Procedures as explained before, are done
Step 2 - Day-end
Click on Update on the MedDebs menu bar and select End of Day (Post)
Select Separate or Combined Reports
The following message is displayed
Click on OK
Click on Print
Click on OK
Step 3
Click on Update on the menu bar and select Month-end from the drop down menu
If the option has been set up (Supervisor Options), you will be able to Supply your own
month-end date
The following window is displayed
Enter the Date and click on OK
The following Warning can display depending on the difference between the two dates
Click on Yes
Tick the checkboxes on the following screen only when all the procedures have been executed
The checked periods are already closed
The next period to be closed will be highlighted
Click on OK
Click on Yes
An Information box is displayed to inform you that the period has been closed
Click on OK
