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
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:
- Month-end Wizard Set up Month End Wizard Set Up
- Month-end without User Commission Payments. Month End Wizard (without User Commission)
If you are new to month-end, the following webinar is for you - Month End