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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

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