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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 in 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.

Detailed Instructions:

  • For more detailed instructions regarding Balance transfer, visit our helpdesk page.

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!