Year End Close Processes

In this Lunch & Learn session, OAS Senior ERP Consultant Tammy Kilhullen walks through the critical Year-End Processes firms should complete within Unanet AE to ensure a successful year-end close and accurate financial reporting.

The presentation covers year-end accounting procedures, fiscal period management, reconciliations, financial statement preparation, payroll and labor considerations, project reviews, WIP analysis, revenue recognition checks, and system maintenance activities. Attendees will learn how to prepare their system for the new fiscal year while maintaining accurate financial and project data.

The session also highlights common year-end challenges, recommended review procedures, reporting considerations, and best practices that help accounting teams close the year efficiently and confidently.

This training is ideal for accountants, controllers, CFOs, finance teams, and Unanet AE administrators responsible for financial management, reporting, and year-end close activities.