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.
Related Articles
How to Create Bulk Jobs
Introduction The Bulk Jobs feature streamlines the process of creating jobs for multiple clients within a financial year. This allows you to select up to 50 clients simultaneously and generate jobs for them with just a few clicks. One of the notable ...
Roll Forward a Document to Next Year
Roll Forward option allows users to roll forward a document to the next year job. This option would be very helpful when a document is relevant for multiple year jobs. Example: Docs like property valuation, title search, loan agreement etc. are ...
SMSF Sorted - Job Type Classification
Introduction The Job-Type field in the system is automatically prefilled based on certain conditions. This field specifies whether the job is a Year-End or Wind-Up job. For BGL360, Class, and Supermate Funds: Job-Type Auto-Fill: The Job-Type field ...
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: - Importing a fund from BGL360; or - Importing a ...
I can't create a new job in SMSF Sorted, and keep getting an error message
Overview This article will look at troubleshooting steps you can take if you are unable to create a job for a client that has already been imported into SMSF Sorted. Reimport client Typically, reimporting the client from Class Super or BGL ...