This article provides steps to close the year in Cash Management.
Closing the year in Cash Management:
- Use File Tools to create a back up of your entire data folder. See How do I use File Tools to back up data files?
- From the Tasks menu, select Close Year.
- Verify the Current year ending date and the Next year ending date are both correct.
- Select the CM Master file has been backed up check box.
- Click OK.
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