I’ve imported a client from Relate into Bright, but I can’t see the option to roll forward balances for year-end. What should I do?

If you're not seeing the option to roll forward balances after importing a client, it's most likely due to the client type selected during import.

Key Reason:

If the client is set up as a bookkeeping client, Bright automatically carries forward the opening balances — no manual option is presented.

Only non-bookkeeping clients are given the option to manually choose whether to carry forward balances as part of the year-end procedure.

What to Do Next:

• Confirm whether the imported client is marked as bookkeeping.
• If it is, you can proceed with the year-end — opening balances will carry forward automatically.
• If you're unsure or need to change the client type, please contact Support and we’ll help review or adjust the setup for you.