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To ensure you have a smooth year-end rollover for our New Zealand clients, a number of processes and procedures are required to be completed by your APS Practice Management Administrator

We have created a number of documents and a tutorial video to assist you with your transition into the new financial year which can be retrieved from our How to prepare for Financial Year end article
.

Using Workflow?

If your practice is using Workflow, the Bulk Matter Rollover option (as part of the year-end procedure) may affect existing Workflow outcomes. It is imperative that you review your internal processes and workflow requirements prior to proceeding with a Bulk Matter Rollover.

If you are unsure of your firm's workflow process or you are looking to implement, review or change your workflow process, please speak to one of Reckon's Client Relationship Managers.

Please note that our support team cannot advise you on workflow processes as these are very specific and can be highly customised to your firm.

Documentation Guides and Tutorial Videos

Find all the resources you need including Documentation Guides and Tutorial videos on our How to prepare for Financial Year end article.


Enquiries

Enquiries should be submitted as a support request via MyAPS. Alternatively, contact us on 0508 277 732 or send us an email via support@reckon.com.

Related Products: APS Practice Management
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