End of Year Collection
All the information you need to process end of year.
Important!
Closing end of year within in Cornerstone is not an automatic process. It must be run manually at a time designated by your practice.
Use these resources to help you navigate closing/processing your end of year.
- Cornerstone end of year checklist: A comprehensive checklist of the three end of year steps to complete, the individual tasks within those steps, and where to access those tasks within Cornerstone.
- Five Secrets for End of Year (archived webinar): An overview of what end of year processing entails in Cornerstone and five tips for painless end of year processing.
- Getting more out of Cornerstone: End of year edition 2025 (archived webinar): Best practices, tips, and resources for completing end of year tasks.
- End of year quick guide: Quick access to end of period resources and information on reporting.
In addition to the quick guides, use the resources below for detailed information on how to perform the three steps from the End of Year checklist.
Finalize accounting
Detailed knowledge base articles on the tasks needed to finalize your accounting for end of year.
Finalize inventory
Detailed knowledge base articles on the tasks needed to finalize your inventory for the end of year.
Run end of period processing
Details on running end of day, end of month and end of year in knowledge base articles or a quick guide that includes key reports.
Additional end of year tasks
Learn how to complete other tasks commonly completed at year.
- Mass Markup Tool
- Updating prices with Mass Markup
- Purge clients and patients
- Cornerstone reference lab setup guide: See the section on manually updating individual laboratory item prices.
- Appointment Scheduler collection: Browse our entire collection of appointment scheduler articles. Learn how to update rooms and scheduling templates, purge old appointments, change time increments and more!
