Knowledge Base/Q & A/User Questions

Q. How do I roll over a client?

Clive McKegg
posted this on October 26, 2010 04:03 pm

A. Once a job is completed (A1 is signed off) a message will appear in the side-bar that the job is ready to be rolled over. Click on the rollover button below that and a PDF of the finished file will be created and the new year file will be ready to use.