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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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In order for the report bundle to be emailed, please click here for configuration set up prior to closing the period. |
- NOTE: Once Document Archive Management and Archival 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 Storage automatically and the reports from the bundle will be accessible in a new File Archive option in the Inventory application.
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