All the information you need to process end of year within Cornerstone and ensure your system is set for the next year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides,
Use the mass markup tool to make global pricing changes to your service and inventory type invoice items including base prices, minimum prices and dispensing fees. In addition, you can add or remove taxes, discounts, or dispensing items.
Learn more about why processing end of year (EOY) is important for your practice and how to efficiently complete this task. End of year functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative
Learn more about why processing end of month (EOM) is important for your practice and how to efficiently complete this task. End of month functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative
Learn how to create, run, and print reports for end of day, end of month, and end of year. Accessing end of period reports To quickly access your default EOP reports: To view the library of available reports, view the
Learn more about why processing end of day (EOD) is important for your practice and how to efficiently complete this task. End of day functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative
The most frequently asked questions about end of period activities.
Set unattended end of period for the day or month, to ensure the period is closed consistently and corresponding period reports reflect accurate information. You can also set it to include making a database copy in addition to your normal
Monthly Invoices and Statements are printed from the end of month reporting group. Statements include all transaction history (invoices, payments, adjustments, etc.) for the period. Invoice details for both posted and closed invoices can be provided within the statement or
End of Period defaults are used to preselect specific reports when you open the End of Day, End of Month, and End of Year report lists, have the reports print all together when clicking Print from the corresponding end of