Start a conversation

Month End Processing


  •  Month-end processing must be run after all transactions for the last day of the month have been processed (payments, new business, etc.). Month-end processing consists of running certain reports and then resetting month to-date information (I.e. placements, payments, commissions etc.) for all clients and collectors to zero 
  •  If you have multiple companies, there is an option to run the month-end reset for all companies. If this option is not used, the month-end reset must be individually run for each company 
  •  The options for month-end processing can be found on the month-end processing menu



Keywords - Article Month End

Choose files or drag and drop files
Was this article helpful?

  2. Posted