Hello Rebecca,

I'm sorry you are finding the process frustrating. Unfamiliar processes often are, and year ends only occur once a year.

Have you thought about having your Adagio Consultant spend a few moments with you to walk you through the necessary steps? If you don't know who this person is, then our customer service department can provide their contact details.

There's also a webinar that walks through the process.

"...the checklist says Adagio Academy Adagio Ledger Year End checklist..."

I think you have an old one. Try this one for version 9.0. Also check out Softrak's checklist here .

Yes, I have a Next Year button to the right of the Batch button.

When I click on Edit ---> Fiscal Calendar there are three fiscal years available from the drop down list. 2008, 2009 and 2010 and all of the dates look okay.

Thanks Rebecca.

OK, so I suspect that when you click the Batch button on the toolbar, the title of the window that appears is 'Edit Batches' - or if you are using Ledger 9.0C then the title is 'Edit Batches - 2009'? And if you click the Next Year button, then the title of that window is 'Edit Next Year Batches - 2010'?

If this is the case, then to close the year 2009, the function to run is called 'Close Current Fiscal Year', and this will be available on from the Maintenance menu. Running this will list all of the processes that still need to be performed, such as posting 2009 batches, closing income statement accounts to retained earnings, printing and purging reports, and so on. There may be other processes you want to do that are not on that list, such as printing financial statements or other reports.

When everything has been performed from that list, the Proceed button will be available. Once the Current Year is closed, then the 'Next Year' button will disappear. And when you click the Batch button, it will now display 'Edit Batches - 2010' as the title. It is at this point that 2009 is officially closed.

You could still post adjusting entries to 2009 using the 'Post to Prior Year function', if necessary.