Perform Rollover

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Perform Rollover

- The rollover function in LOTS is the aging process for the month. It calculates the owing amounts on the statements and gives a final balance at the bottom.

- Depending on the options you have selected, the rollover process is quite simple. Select the Perform Rollover button, and Yes on the confirmation message

- You are then given a date option, this will either be today’s date or the End of Last month. You can type over this date if required.

- There will be a percentage bar that runs across the screen. Depending on how many accounts you have, this process can take up to 30 seconds. Once completed, you will have a new date on the top right hand corner. When highlighted, a green arrow will indicate the selection. All the accounts that are visible were just rolled over and you can see their outstanding balances.

- To print the statements, select Print All Statements. If you only want to print a few statements, use your control key to select them, and then use the Print Selected Statements option. Regardless of which option is selected, a print preview will appear and there will be a print / email button at the bottom. When selected, this will Print or Email the statements depending on the customer’s settings.