AE Practice Manager Month End procedures

AE Practice Manager is an open transactional database which means there are no specific month end roll forward process. 

There are a number of housekeeping functions that can be run at the end of each month:

• Create the time processing periods for the next month
• Run the Missing Timesheet report
• Run the Client Partner Check report
• Make any employees inactive that have left during the month
• Close off the accounting period
• Run the month end reports
• Backup the database

The Month_End_Procedures.pdf document includes detailed instructions and information around these processes.