- 4. If all above steps are performed and totals all agree, you are in balance and may proceed with the next step.
5. Schedule a job to run Monthly Reports.
This is currently not available in the Redesign so month-end reports will need to be run manually and saved to your computer. Issue #USASR-607 will implement month and fiscal year-end report archival process Warning
Manually run and review desired reports
The Monthly CD Report Bundle is now available and will automatically run when the Posting Period is closed. The bundle includes 24 SSDT Template reports. A list of reports can be found here.
Recommended monthly reports include: