Backup Only to Accountant

This function is only available on installations that have been activated for PBM™ without the Write Up functions. A client will use it to send a backup file to the accounting office portal.

Select Activities>Send to Accountant>Backup Only to Accountant.

When the client clicks Backup Only To Accountant, a backup file is created and saved, or sent using the method defined in the Setup>Options>Accountant tab. The period will not be closed when this command is selected.