Month End Wizard Set Up

Company Month End Options:

This is where you set the default order for the Month End Wizard, you can take things out or move things around.

  • Click on Settings and Month End
  • Click on the Radio buttons on the right-hand side to remove a step from the list
  • Click and hold on an item to move it up or down the list
  • It would be best to discuss with a trainer what you can and cannot remove

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Below are some additional articles that will assist you when working through your month-end.
Processing Month End

To access the detailed information on reports we recommend you check before running month-end, Reports to Check Prior To Month End

If you would like written instructions to follow while watching this video, or for when you run month-end yourself, check out:

If you are new to month-end, the following webinar is for you - Month End

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