1. Make a back up of your data folder.
2. From the Tasks menu, select Close Year.
3. Verify the Current year ending date and the Next year ending date are both correct.
4. Select the CM Master file has been backed up check box.
5. Click OK.

Which applications have a close period, month, or year task?

What happens when I close the year in Cash Management?

I closed the year in Cash Management by mistake