Monthly Close to Accountant

This function is only available on installations that have been activated for PBM™ without Write Up functions. It is intended to be used by a client to send their month-end data file to their accountant.

Select Activities>Send to Accountant>Monthly Close to Accountant. 

When the client clicks Monthly Close to Accountant, the system will create a backup file, automatically close the period, and send the file using the method defined in the Setup>Options>Accountant tab.

 Note:  The file cannot be closed to a month past the current calendar month.