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