Year End Processing

• Year-end processing must be run after the month-end processing/reset has completed
• Year-end processing must be run after all transactions for the last day of the year have been processed (payments, new business, etc.)
• Year-end processing consists of running certain reports and then resetting year 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 Year-end reset for all companies. If this option is not used, the Year-end reset must be individually run for each company
• If you do not use a calendar year for statistics, then you would run year-end processing on the last day of the period
• The options for year-end processing can be found on the year-end processing menu

Keywords - Article Year End