Jiwa Roll Over – End of Month Check List

This check list has been designed to assist you with your end of month process in Jiwa and should be modified to meet with your specific requirements and business processes.

Because transactions in Jiwa can be future dated the monthly roll-over process is more about recalculating your aged balances and re-aging your Debtor and Creditor transactions, rather than opening a new period or locking off an old period.

It is recommended that any future dated payments are not allocated to transactions as the ageing process closes off fully allocated transactions irrespective of which period they are in so your current period allocated transactions will be aged.

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