PO Yr End (Cloud)

Date/Time
Date(s) - Mar 18
10:30 am EDT - 12:30 pm EDT

Purchase Order Year End (Cloud)

Cost: $0/person

Duration: 2 hours

Description:
Get ready for your year-end financials in this practical workshop focused on the Purchase Order Year-End Closing process.

Designed for finance and procurement professionals, this class walks you step-by-step through closing out open POs and preparing for the new fiscal year with confidence and clarity. You’ll learn how to evaluate pending requisitions and outstanding purchase orders, determine appropriate actions and execute those decisions in your system. You’ll also explore options for carrying forward encumbrances, including how and when to create budget amendments. With clear instructions, system demonstrations, and expert tips, you’ll leave prepared to run the process and transition into the new fiscal year.

Join our customer webinar to understand more about the bank reconciliation process in BS&A’s General Ledger module.

Reminder: Please register with your business email address