Overview
The accounting rollover process can be started for a bank account once checklist tasks are complete.
Before you begin
- Confirm the bank account is ready using the Year-End Rollover Checklist.
Steps
- From the Main Menu go to Program Maintenance > Year-End Rollover Procedures.
- Click Continue to start the rollover
Outcome
The rollover begins. If the account is not ready, you are directed to the checklist.