I have been running the end of the year individual contribution summery for personal tax purposes. I have not closed the year 2006 yet. Once the year is closed, will PCP allow me to go back and run an individual contribution summery if need be?
Thank you
Closing the year
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Closing the year
Closing the year is part of the Fund Accounting Module (not the contribution module). For printing your contribution statement(s), you would just enter the beginning and ending dates, which shouldn't be affected by closing the year.
To be on the safe side, always back up your data and note the date & time you backed it up. If there is ever a problem you can just restore what you backed up to the point you want to reestablish. When you do the restore process, it will give you a list of the date, time and type of backup(s) you made.
To be on the safe side, always back up your data and note the date & time you backed it up. If there is ever a problem you can just restore what you backed up to the point you want to reestablish. When you do the restore process, it will give you a list of the date, time and type of backup(s) you made.
Closing the year
Thanks SAM, I really do appreciate the information.