Overview

Produce a checklist of outstanding tasks for each school/bank account and export to Excel for follow-up.

Steps

  1. Open Year-End Rollover Automation.
  2. Click Print to generate the checklist for accounts that are not ready.
  3. Use Search to filter by school or bank account if needed.

Outcome

An Excel-ready checklist identifies items to resolve before rollover.

Troubleshooting

  • No rows displayed - adjust the Rollover Year or remove filters in Search.