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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. Once the Spent YTD field is cleared from all clients, the information cannot be retrieved again.
- Select 'General Management' from the 'Section' menu.
- Click on the 'Utilities' folder tab.
- Choose 'Special Routines' & choose 'OK'.
- Select the 'Annual update of the spent YTD field' & choose 'OK'.
- Follow the screen prompts
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