Year End Menu

The Year End menu contains commands used to process the year end.

Tips:

NDS suggests running a backup before any Month, Quarter, or Year End process.
For information about the timing of year end procedures, refer to the Year End Runbook.

Directions:

To open the Year End menu, click Utilities from the menu, and next click Year End.
Keyboard shortcut: [ALT] [t] [y]
The table below describes the available options.

Year End Menu Items
Save Retirement Earnings YTD	Saves the MSR year-to-date gross compensation amount for each employee at year end. Keyboard shortcut: [ALT] [t] [y] [r]
Contract Balance Report	Prints the amount remaining in each employee's contract. The report calculates the difference between the Contract Amount and the YTD Earnings for each employee. Keyboard shortcut: [ALT] [t] [y] [b]
Clear Check History File	Deletes all of the data from the check history files to prepare for a new year. Keyboard shortcut: [ALT] [t] [y] [c]
Check History Purge	Deletes check history records whose Check Date or Period End Date falls on or before the specified purge date. Keyboard shortcut: [ALT] [t] [y] [p]
Set Annual Salary	Moves last year's saved gross compensation amount into the MSR Annual Salary field for each employee. Keyboard shortcut: [ALT] [t] [y] [s]
W2 Forms	Contains programs for processing the W-2 wage and tax statements. Keyboard shortcut: [ALT] [t] [y] [w]