Year End Settings

The Year End Settings has the following options:

•Edit

Edit

Use the following steps to edit the year end settings:

1. Click on the System tab, click Settings, and select Year End.

2. Click on the Edit button to make fields available.

3. If applicable, in the Surplus/Deficit Account update the G/L account or click on the Search icon to search for a G/L Account.

Note: Refer to How to use G/L Search Wizard for more information on how to use this feature. 

4. If applicable, select or deselect any of the following radio buttons: Carry Forward Commitments and/or Carry Forward Pre-Commitments.

5. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

6. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.

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