Creating a Wind-up Job for the year

How to create a wind-up job for the year?

How to create a wind-up job for the year?

Please follow the below steps:

1. Enter the Windup date in Class/BGL360 (Skip to 2nd step if already entered).

a) Class - Dashboard > Fund > Fund Details > Edit > End Date > Save


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


2. Click on Clients > Manage Clients



3. Click on the Actions (3 dots) > Re-Import Client



4. Now try to Create the Job, you would get the wound up 2024 FY.


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