Before you can process the expense year end, you need to do the following in order.
Payroll year end
If you use PeopleXD Payroll, ensure you've completed your payroll year end first.
Final expense run
Before starting the year end rollover, ensure you've completed the final expense run for the current tax year.
📌 Note: Check there are no expense payments in mid-process on the system. This doesn’t apply to outstanding trips, if you haven’t run the generate payment claims.
New legislation
To familiarize yourself with the new rates and ensure the software calculations are correct for the new year, we recommend you review the legislation changes in your software.