Rollover consolidated binders

  1. Select
    Batch
    ,
    Batch Process
    , and then
    Consolidation
    .
  2. Select the consolidation you want to rollover, and select
    Next
    .
  3. Select
    Rollover consolidation binder
    , and then
    Next
    .
  4. In step 3, by default, all members are selected for rollover. If a member binder has already been rolled over once then it won't be rolled over again. Once members are selected, select
    Next
    .
  5. Select to rollover the binders with or without the charts assigned.
  6. Select
    Submit
    .
  7. The Rollover Binder Status window has an Actions column to view issues when the status is yellow “Completed with errors” or red “Error”.
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