Creating a Job

Creating a Job

Creating a Job


Once you have imported your funds from BGL360 or Class you can create a Job to prepare and finalize the accounts. 

If you require assistance importing your funds, please refer to either: 

Tutorial Video 


Creating a Job


Step 1 - Navigate to Clients > Manage Clients

Step 2 - Click the 3 dot icon in the Action column and select "Create Job".


Step 3 - Enter the Job details into the Job Screen: 

Step 4 - Click 'Create Job'. 

Step 5 - You will receive a confirmation that the Job has been created.  You then have the option to click 'Import Lead Schedule' and begin your review or to click 'Manage Documents' and upload source documents. 

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