Yearend Procedures - what do you do?

This will be our first yearend with Epicor. Does anyone have a list of yearend procedures they would be interested in sharing? Thank you.

If you haven’t looked at EpicCare already, maybe try Knowledge Base articles → search for “year end”? There are several examples.

The main thing (I think) is finding/cleaning up any dirty records.
I typically set up dashboards to list the most common issues.
e.g.
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