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How Can I Transfer the Closing Balance and Stock to a New Financial Year?

Multiple-Year Transfer:

  • Munim allows for the transfer of Closing Balance and Stock to the new financial year.

Access Previous Year:

  • Go to the previous year and then navigate to Settings > General Settings > Next year transfer.
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Next Year Transfer Tab on General Settings page

Select Transfer Option:

  • Choose between the Manual or Auto option for Balance/Stock transfer.

Auto Transfer Limitations:

  • Auto transfer of Balance and Stock (Inventory) is available for the previous one year and the upcoming one year. In other cases, only Manual transfer is allowed.

Manual Stock Transfer option:

  • For Manual transfer of Stock, Click the View Transactions option in the Red banner in Next year transfer tab. After clicking, you will get transaction details. Where you have to check and click on Transfert Button to finish the process.

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Balance/Stock Transfer Transactions List page

Detailed Instructions:

By following these steps, you can efficiently transfer your Closing Balance and Stock to a new financial year in Munim. If you have further questions or need assistance, please contact our support team. We are here to assist you!