Fiscal Year Close in Aleph Acquisitions

Abstract

Abstract: I will walk through the Aleph fiscal year closing process, with particular emphasis on preparations for year end. We use several custom SQL reports in the weeks leading up to year end to ensure our acquisitions data is clean and ready to roll into the new year. I’ll also go through the Aleph fiscal closing services and the built-in reports to review before and after the process. Assuming we have it ready before the conference, I may show a web page/form we’ve been discussing since last year’s closing to use as a timeline and check off that everyone involved has completed their part of the process.