Updated Start a New Year Assistants
The Start a New Fiscal Year and Payroll Year assistants have been updated to include a new layout to help assist you through the process. You will also be able to either retain or purge any prior year Progress Billing information.
An additional step, Progress Billing, as been added to the process. This step has 2 options available:
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Keep closed invoices that are linked to Progress Billing Quotes that have not yet been fully billed.
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If you use the Progress Billing feature, we recommend that both of these options be selected.
