New Year Sales Chart Setup

At the beginning of every year, you'll need to set up some screens so that some charts and reports will display the correct year.

  1. Go to System Manager → Accounting Parameters Setup, and open the following windows:
    1. Customer Account Balance Setup
    2. Customer Sales Chart Setup (enter the current year)
    3. Inventory Item Sales Chart Setup
    4. Sales Representative Profile Sales Chart Setup
  2. In System Manager → Accounts Payable, go to the System Utility module and open the following window:
    1. Reset Vendor Account Balance
      1. Enter the current year