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

class-dashboard-fund-details-edit-end-date-save

b) BGL 360 - Dashboard > Fund > Fund Details > Edit Wind Up Date > Save

bgl-360-dashboard-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 automatically get the Job Type as Wind Up.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.