This article applies to:

Roll forward a Tracker to the next year in Practice Management

If you want to use a Tracker again in the next year, use the Roll forward
option so that you don't need to set up the Tracker again.

An Administrator account or a role with permissions that allow you to work with Tracker Templates.

A Tracker Template assigned to the client.

Open the client in

Practice Management

.

Select Action
, then Tracker List
.

Right-click on a Tracker, then select Roll Forward
from the context menu.

note

The rolled forward Tracker has the following settings:

Tax Year
is set to the original year +1, or is empty

Completed date
and Completed by
are empty.

Due date
is set to the original year +1 or is empty

Reminder date
is set to the original year +1 or is empty

Select OK.

The Tracker is shown in the Tracker List.