Utilities for returns 2018 2018
These routines all occur on the Utilities menu:
Export batch from index 2018 2018 2018
Exporting returns 2018 2018 2018
Importing returns 2018 2018 2018
Export: audit updates 2018 2018 2018
Unlocking and locking returns 2018 2018 2018
Fund return import 2018 2018 2018
(Series 6 & 8) Importing account transactions including farm accounts 2018 2018
(Series 6 & 8) Client GL account mapping 2018 2018
(AE, Series 6 & 8) Integrity check 2018 2018 2018
(AE, Series 6 & 8) Recalculate Schedule Totals Selection 2018 2018 2018
(AE, Series 6 & 8) Clear Single User Locks 2018 2018 2018
(AE, Series 6 & 8) Special Routines 2018 2018 2018
To change a number of returns select Maintenance > Bulk Return Edit 2018 2018 2018.