Before performing a Year End Close
Before performing a Year End Close:
1. Ensure that all Caseview documents for the file are closed.
2. Run a TB Diagnostics and check the report to verify that there are no errors in the file.
3. Back up your file.
4. Ensure that there are no other users working on the file during the Year End Close procedure.
5. Check the available disk space on the network and hard drive. The available disk space should be a minimum of twice the size of the current file. During the Year End Close process, temporary files are created then deleted.
6. Ensure that you have the proper access rights to that network drive and directory (i.e. creation, read, write, and scan access).
For guidance on completing the Year End Close, click here.
Visit our Client Services YouTube Channel for more QuickVids.
- Related template: None
- Software platform: Working Papers 2022, Working Papers 2023