Note: Please reach out to our Support Team prior to the New Year if interested in enabling this setting. ([email protected])
The Manual Agent YTD Reset setting can be turned on to suspend Agent YTD amounts from resetting upon reaching the Split Plan Reset Date. This can be used at year end to allow for more time to enter deposits from the last year, prior to Agent YTD amounts being reset. Once all deposits from the prior year are entered, Agent YTD amounts can be manually reset, at which point deposits from the current year can be processed.
Recommendation after this setting has been enabled and the new year has begun:
Process all outstanding deposits for the prior year first
Batch all users together in which you are resetting YTD amounts for
Click on "Update YTDs" and ensure "0" is entered for the Gross, House Net, and Agent Net, then click "Update"
After resetting Agent YTD amounts, proceed with processing deposits for current year as normal
Batch Users using check box on left-hand side of the "Manage Users" grid.
Confirm "$0.00" is entered for all fields, then click "Update".