The Close-Day Setup option enables you to define default parameters for the options run during the Close-Day procedure. This feature ensures that you complete the procedure properly every day. Be sure to use this option before you begin running the Close-Day procedure initially.
You can define multiple Close-Day setups so the procedure can be run multiple ways. For example, if your firm is composed of more than one agency, you can define a different Close-Day setup for each agency.
You can also modify the current Close-Day setup for a variety of parameters. These parameters determine the following items.
Finally, this option can be used to install the different types of letter batches that can be printed as part of the Close-Day procedure.
To access the Close-Day program, from Home Base, click the Accounting button. Select Close-Day.
Click one of the following links for information about that option: