Getting There

1. From the Procare Home screen click Configuration > System.
2. Go to Accounting Management > Expenses & Ledger > dbl-click Beginning Balance.

Calculate Balances for New Year

1. At the Beginning Balances screen: 
   1. If you have more than one region click Change Region to select the region for these balances.
   2. Click New (bottom center). 
2. At the As of Date screen select the last day of your prior fiscal year (like Dec. 31st) and click Calculate. If there is no Calculate button that means no balances have ever been set up. Follow the steps to Enter New Balances.
3. Once the balances are calculated you’ll arrive at the Beginning Balance Summary screen where you may review and edit the balances as needed. When you are finished click Exit.

   Hint: If you later need to recalculate balances just delete that line from the main Beginning Balances screen and repeat the steps above.