The following list of reports are only suggestions of what should be run at Year End, and is in no way meant to be exhaustive. Your accountants are the best people to advise you on any other reports that may be required.
From the DPS Home screen select Reports followed by DPS Reports.
Bank Reconciliations to the Year End Date - Go to Nominal tab then select Bank Reconciliation.
Matter Balances to Year End date - Go to Matters tab, then select Matter Balances.
Trial Balance at Year End date - Go to Nominal tab, then select Balances Report and choose option for Trial Balance.
Profit & Loss at Year End date - Go to Nominal tab, then select Balances Report and choose option for Profit & Loss.
Balance Sheet at Year End date - Go to Nominal tab, then select Balances Report and choose option for Balance Sheet.
Aged Debtors - Go to Clients tab, then select Aged Debtors.
Aged Creditors - Go to Suppliers tab, then select Aged Creditors and report on All Invoices.
Profit Costs Months - Go to Clients tab, then select Profit Costs Months.
Matters Opened for the year - Go to Matters tab, then select Matter Listings.
Matters Closed for the year - Go to Matters tab, then select Matter Listings.
Profit Costs Rendered - Go to Monthly tab, then select Profit Costs Rendered.
Unpaid Disbursements - Go to Matters tab, then select Disbursements. Do not tick anything in Disb Type, just change the date range.
Unbilled Disbursements - Go to Matters tab, then select Disbursements. Tick Disb Type as Paid then just change the date range.
Unpaid Billed Disbursements - Go to Matters tab, then select Disbursements. Tick Disb Type as Billed then just change the date range.
Aged WIP* - Go to Time tab, then select Aged WIP
The report marked with a star cannot be run retrospectively