@using PowderCoating.Core.Entities @{ ViewData["Title"] = "Year-End Close"; ViewData["PageIcon"] = "bi-calendar-check"; var history = ViewBag.History as List ?? new(); var suggested = (int)ViewBag.SuggestedYear; var closedYears = ViewBag.ClosedYears as HashSet ?? new(); }
@if (TempData["Success"] != null) { } @if (TempData["Error"] != null) { }
Close a Fiscal Year
What this does: Posts a Journal Entry dated December 31 that zeroes all Revenue and Expense account balances into Retained Earnings — the standard accounting close. Run this after all entries for the year are posted and the period is locked. A year can only be closed once.
@Html.AntiForgeryToken()
All entries for this year should be finalized before closing.
Pre-close checklist:
  • All invoices for the year are sent and collected (or written off)
  • All vendor bills are entered and paid
  • Bank reconciliation is complete through December
  • Depreciation is posted for all 12 months
  • Trial Balance is in balance (debits = credits)
  • Period is locked through December 31 in Company Settings
Close History
@if (!history.Any()) {

No years have been closed yet.

} else { @foreach (var c in history) { }
Fiscal Year Closed On Closed By Journal Entry
@c.ClosedYear @c.ClosedAt.ToLocalTime().ToString("MM/dd/yyyy h:mm tt") @Html.Raw(c.ClosedBy ?? "—") @if (c.JournalEntry != null) { @c.JournalEntry.EntryNumber } else { #@c.JournalEntryId }
}