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sdansby24
Canine II

Close out year?

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I am new to SoftDent this year, do we have to "close out" the year or do we just run the recommended "End of Year Reports"?

Thank you!

Susan

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CS Dental Employee
CS Dental Employee

Re: Close out year?

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Hello Susan

There is no need to "CLOSE OUT" SOftDent for the end of year

but you should always mark your Day Sheet as final 

there is also 1 report that does not let you enter a date range 

I like to run this report in 6/30 and the last working day of the year , it give you a nice review of the last 6 months 

Simply click 

Reports 

Practice Management 

Practice Summary 

Click ok

Wendy