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