Creating a Wind Up Job

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.

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