How do I run the year-end procedures for CCH Axcess™ Practice?
Steps to run the year-end procedures:
- From Dashboard, click Application Links.
- Under Administration, click Year-end procedures.
- Read the Process Year End screen and click Process.
- Verify that the current fiscal year end date and the new fiscal year end date are correct on the Process Year End window.
- Click Update. The "Year-end process complete" message will display when completed.