This procedure outlines the steps to be taken to close USAS for the month in the Redesign.
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If you have turned off your Monthly CD Report bundle, please enable it prior to closing the month. Go to the Report Bundle Manager to check the box.
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- 1. Enter all transactions for the current month
- 2. Attempt to reconcile USAS records with your bank(s)
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The SSDT Monthly CD Report Bundle will automatically run when the Posting Period is closed as long as it is enabled. The bundle includes 24 SSDT Template reports. A list of reports can be found here. Reports can be found in File Archive under the Utilities menu. |
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