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End of Year Checklist (2026)

To watch this episode On-Demand, please visit this link. 


In this episode we cover all the important topics you need to know about End of Year such as:


  1. Next Year Entitlements
  2. How to manage Carryover (Automatic and Manual Settings)
  3. Public Holidays and Calendars
  4. Workflow Builder for Alerts & Automation
  5. Top Tips

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