Sensei Cloud maintains your practice data so that your information is always available when you need it.
Sensei Cloud users are not required to complete any specific year-end processes. However, users may find it useful to run and keep a copy of certain reports such as the Accounts Receivable or Financial Daysheet.
Note: To include the most accurate End of Year numbers, reports should be run after the close of business on the last working day of the year. Running reports after year-end (in January) might skew the numbers.
See the following topics for more information on how to run year-end financial reports:
See the following topics for information on a few other useful reports that can be run at any time: