This process allows a User to roll a billable(s) forward from one Tax Year to the next Tax Year.
Go to the Configuration Dashboard
Rollovers
Billables
set the Tax Year dropdown (top-right of the screen) to the year that the record exists in now.
set the Billable Type dropdown to the desired module
set the Class dropdown to the desired Class
filter the ID, Billable Name, or Constituent column to find the record that you need to roll to the next year
-make sure the desired record is the only one filtered in the TV. This TV does not allow you to select. You must filter.
click the purple Roll Billables button