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IMPORTANT: This procedure should be run after all other end of year procedures. If you are interested in seeing your ‘top spending’ clients for the year, make sure you generate that information BEFORE you execute these steps below. We have separate documentation on calculating “Top Spending Clients’. Once the Spent YTD field is cleared from all clients, the information cannot be retrieved again.
Note: This action should be performed on or near the first day of the year.
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