These instructions are only for NTS version 4.75 and below. If you have version 4.80 or above, NTS will automatically setup a new year.
- Click the forward button on the calendar to get to January.
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A window, like the one below, will appear. Choose one of the two following options:
- Copy All Set-up Information from the Contribution Year: 20__. This option, which is automatically selected, will copy the names, funds and service lists from the prior year. In most cases, this is correct option to choose.
- Copy Default Set-up Information. No names and will be copied from the prior year. The new year will start with a blank list and the default fund and service lists.
- Click OK. Contributions can now be entered for the new year.
For more information see: