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Instructions on reports and functions to run at the end of your fiscal year.

There were 2 articles found in this category:

  1. questionGenerating a List of Top-Spending Clients
    Determining which of your clients have spent the most over the course of the year involves performing a search and printing the results of that search. Important Note: Generate a list of top-spending clients before updating the Spent YTD Field. For more information, see the Updating the Spent ...
  2. questionEnd Of Year Documentation for DVMAX 7.0
    Operating Systems: All Applies to Versions: DVMAX 7.0 & Higher This document is a compilation of all End Of Year documents typically required for DVMAX 7.0 users. Since the time frame for many of these reports is the entire year, some reports will take awhile to process, and can cause int ...