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Year End Close - Option to Create a New File

Items purged versus items carried over during creating a new file in the year end close

Database	Items purged in the new year file	Items carried over to the new year file
WIP Transactions	Current year - Billed time, expenses, interim invoices and carry forward items	Current year - Unbilled time, expenses, interim invoices and carry forward items
WIP Transactions		Future dated - Time, expenses and carry forward items (billed and unbilled)
WIP Transactions	Current year - Non-billable time and expenses	Future dated - Non-billable time and expenses
WIP Transactions	Current year - Final and interim invoices	Future dated - Final and interim invoices
RC Transactions		Future dated - Final and interim invoices
RC Transactions	Current year - Invoices that were fully applied	Current year - Unapplied and partially applied invoices
RC Transactions		Future dated - Cash receipts and credit notes
RC Transactions	Current year - Applied cash receipts and credit notes	Current year - Unapplied and partially applied cash receipts and credit notes.
RC Transactions	Current year - Deposits	Future dated - Deposits
Entity	Inactive clients and groups
Employees	Inactive staff with no outstanding time or expenses	Inactive staff with outstanding time and expenses will be carried over to the new year file and remain inactive

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