Practice Management Support

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.
  1. Open the client in
    Practice Management
    .
  2. Select
    Action
    , then
    Tracker List
    .
  3. 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
  4. Select
    OK.
The Tracker is shown in the Tracker List.

This article applies to:

  • Product: Digita Practice Management