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AE Practice Manager Month End procedures

AE Practice Manager is an open transactional database which means there are no specific month end roll forward process. 

There are a number of housekeeping functions that can be run at the end of each month:

  • Create the time processing periods for the next month
  • Run the Missing Timesheet report
  • Run the Client Partner Check report
  • Make any employees inactive that have left during the month
  • Close off the accounting period
  • Run the month end reports
  • Backup the database

The Month_End_Procedures.pdf document includes detailed instructions and information around these processes.

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