Creating a Wind Up Job
Introduction
For the wind up funds, you can create windup job using the steps mentioned below.
How to Create a Wind Up Job for a Fund
Step 1- Make sure that the fund has a Wind Up Date in the accounting software if its imported.
a) Class - Dashboard > Fund > Fund Details > Edit > End Date > Save
b) BGL 360 - Dashboard > Fund > Fund Details > Edit > Wind Up Date > Save
Step 2- Once that's done, Reimport Fund Details.
Step 3- Now while creating a job, you will automatic get the Job Type as Wind Up.
Related Articles
Related Articles
How To Create A Job
Introduction Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below . Creating Audit Job for Imported Funds Step 1:- Login to the platform using your ...Re-creating Supermate Client.
Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs. An API Authority Token is required to import audit data, which is obtained by integrating your SuperMate ...Job Analysis
Introduction The Practice Analytics module provides a comprehensive overview of your firm's key metrics through graphical and table representations. This module is divided into My Practice Analytics and Firm Analytics, offers insights into various ...Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...Audit Job Created for the Wrong Year
Introduction Once an Audit Job has been created, it's important to note that the Financial Year and Job Type cannot be changed. If, for any reason, an audit job has been created for the wrong financial year, the best course of action is to create a ...