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.