Users are now able to automatically trigger year-end revaluation journals as part of the year-end workflow with the introduction of the 'Automatic Revaluations' toggle within the Entity Details screen.
When the feature is on, overnight daily revaluations, as well as year-end revaluations will be taking place.
Note: This feature will be off by default.
|From the Main Toolbar, hover the cursor over the Entity icon. This may be Company/Trust/Individual
|From the side-menu, select (Entity) Details
1. From within the (Entity) Details screen, scroll down to the Reporting category, then locate the Automatic Revaluations toggle
2. Toggle the automatic revaluations on/off my clicking on the toggle.
3. Select Save Changes