- Click "Forward" under the folder "Company Balance."
- Select a Company Balance to be the Source.
- Then select a Company Balance to Forward.
- After selecting the desired Company Balance to forward, it will show
the Company Balance Forwarding Information page.
- Type the date on the Balance Date text field.
The date format to be entered is Month Date Year.
Example: January 01, 2003. Note: Don't forget the comma(,) to avoid an error.
- Next is to select the Account Type to Forward.
Click the corresponding check box of
the selected account type/s to forward. The default account types are already selected.
If you wish not to include them, simply click to uncheck or deselect them.
If you decide to select all of the account types, click the Select All button
but if your're already contended or you want the default account types selected,
click the Default button.
- Choose Yes or No for
the Set Unselected Account Type to Zero.
- When done, click the Forward button to forward the company balance.
A confirmation will be shown, stating that the company balance will now be forwarded to
the source company balance. Click Ok to confirm
or Cancel to abort. When you choose to select to forward
the company balance, it's either the action was successful
or there was an error.
- Click the Back button to return to
the Company Balance to Forward selection screen.
- Click the Change Source button to return to
the Company Balance selection screen.
- Click the Cancel button to abort operation
and return to the welcome or title screen.
- Click the Help button to bring out the help guide for the current page.
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