End-of-year checklist: getting CERM ready for the New Year

As the end of the year approaches, it’s not just time to think about your New Year’s resolutions—it’s also the perfect moment to prepare your CERM software for a smooth start to the coming year. By taking care of a few key tasks now, you can ensure your system stays efficient and ready to support your operations.

Since these actions may involve several areas of the software, we recommend involving the relevant people per department. Let’s break it down.

Mandatory actions - to complete before the start of the new year:

Process invoices and costs

Ensure all invoices and stock costs are processed. This depends on the period and year settings in your journals.
Update the production schedule

The production schedule relies on your calendar setup—make sure it’s ready for the new year to avoid disruptions:
- Process invoices and costs
- Update schedule

Recommended actions - to complete before the start of the new year:

Update rates and costs

In today’s dynamic economic environment, keeping your costs accurate is crucial. Review and adjust your rates to reflect current conditions.
Set accurate prices
Double check your pricing to ensure it aligns with updated costs and market trends:
- Update rates and costs
- Set accurate prices

Specific or optional actions - to complete before the start of the new year:

Depending on your company’s policies and workflows, these actions can also be beneficial:

Manage numbering in the software:
Review numbering settings to ensure continuity and compliance with your processes.
Clean up data:
A little digital housekeeping goes a long way. Delete outdated records or archive them as needed.
Plan software updates:
Schedule a convenient time to update your CERM version, so you can benefit from the latest features and improvements:
- Manage numbering
- Clean up data
- Plan Software updates

Don’t forget: read the release notes before updating

If you plan to install a newer version of CERM during this period, we strongly recommend reviewing the release notes prior to updating. This ensures you understand functional changes, technical requirements, and new options available in the software—especially for recent major releases.

Good to know

Licenses in newer versions

Recent versions include changes regarding license handling. It’s a good moment to verify that your license information is up to date and matches your setup, users, and modules.

New user interface updates

Recent versions included UI improvements, updated icons, and usability enhancements. These updates were refined based on feedback from users—so thank you for sharing your experience with us.

Why it matters

Taking the time to complete these tasks now means you’ll hit the ground running in the new year. Whether it’s avoiding operational hiccups or ensuring your software stays up to date, these proactive steps can save time and effort later on.

Correct financial continuity
Clean and reliable data
Updated prices and cost structures
A validated license environment
Access to recent UI improvements
A clear production planning calendar

In other words—it removes friction and saves time later.

Watch the related course on CERM Academy

Don’t forget to watch the Academy course "Actions to Do Around New Year" for more details and practical tips. Learn about yearly closure activities, setup tips, and recommended best practices.

Watch the Academy course now