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Note

Individual ITCs may supply slightly different instructions depending on the policies and procedures of the ITC.  Therefore, these procedures are intended to be general guidelines only.

Pre-Closing Procedures

The following pre-closing procedures can be completed any time prior to closing the fiscal year.

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    • NOTE: Once Document Archive is implemented in Inventory, the report bundle will no longer be emailed.  Instead, when the period closes, the bundle will be sent to the Document Archive automatically and the reports from the bundle will be accessible in a new File Archive option in the Inventory application. 

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