How do I run the year-end procedures for CCH Axcess™ Practice?
Steps to run the year-end procedures:
*** Note: There is no need or way to make a backup before this process runs. It is something that can be undone if needed. (This is information for firms that came from another program where a backup was required before processing)
The year end Procedure eliminates the error received in Time Capture that the date is past the Fiscal year end.
It also updates the keywords in reports.
- 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.
*** Note: There is no need or way to make a backup before this process runs. It is something that can be undone if needed. (This is information for firms that came from another program where a backup was required before processing)
The year end Procedure eliminates the error received in Time Capture that the date is past the Fiscal year end.
It also updates the keywords in reports.
Solution Id | 000179379/How-do-I-run-the-year-end-procedures-for-CCH-Axcess-Practice |
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