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