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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