Performing a month-end

The End of Month procedure is an essential element of running any set of computerised accounts. Click on the links below to view our helpful documents:

>> Month End Procedure
>> Month End Procedure in TB1

Budgets

Budgets are a way of forecasting or projecting how you would like to see your company performing over the coming months or the next financial year. They can be set up for all Nominal Accounts in the current year and also for the next year. Click on the link below to find out how to create a budget for your accounts and also how to report on that budget.

>> How to Create and Report on Budgets

Opening balances

Opening Balances represent the financial position of your organisation on the day you start using your TAS Books accounts program. Whatever date you choose, you are likely to have Opening Balances, whether your organisation is just starting up, or you are changing over from another accounting system. Without accurate Opening Balances the financial statements produced will not give a true picture of your financial position. This document explains the procedure for entering those Opening Balances.

>> How to enter Opening Balances

Updated Index

Due to an error with some of the page numbers in the index of the TAS Books2 version 3 Quick Start and Tutorial manual, an updated index can be found by clicking the link below:

>> Download Index Update

Additional Services

The following extra services are available to all customers. These services are outside the terms of a normal Technical Support Contract, and therefore are chargeable: