Overview
Produce a checklist of outstanding tasks for each school/bank account and export to Excel for follow-up.
Steps
- Open Year-End Rollover Automation.
- Click Print to generate the checklist for accounts that are not ready.
- 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.