Each customer is associated with a distinct set of accumulators that collect and store year-to-date figures. When you print the reports for these accumulators, they show the net dollar amount of charges less payments and credits. It is necessary to reset the accumulators to zero before you enter activity for the new year for the accumulators to accurately track information.

Be sure to print all the reports you need and back up your data files before you complete these instructions. Before you begin this process, refer to Preparing for Period End for important information about period-end processing.

To reset the customer account accumulators, select Period End Tasks > Reset YTD Customer Totals from the left navigation pane. Select the Process For All Customers check box or specify a single customer number in the Customer Number field.