Utilities
The Utilities Menu contains helpful utilities for managing the data within your company.
The Utilities Menu:
- Reindex Files
- Update Files
- Reset Automatic Update Reminders
- Check Setup
- Modify Reports
- Modify Invoice Formats
- 1099 Setup
- Open a Closed Fiscal Accounting Period
- Open a Closed Run
- Open a Closed JIB Run
- Division of Interest Utilities
- Backout Fixed Expenses
- Recalculate YTD & ITD Totals
- Build History for Investment Wells
- Clear Owner Suspense
- Switch Production Periods in a Closed Run
- Switch State Tax Withholding Rate
- Copy Files To Another Company
- Create Direct Deposit ACH File or Pre-Note
- Change a Reconciliation Date
- Delete a Reconciliation
- Manage Offsite Backups
- Upload Reports to Website
- Special Utilities
© Pivoten, LLC, 2023 • Updated: 02/06/20
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