Roll Forward

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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Use the Roll Forward capability in Engagement CS to create a new engagement in the new period based upon the current engagement.

Notes
  • Engagement dates are changed, workpaper signoffs, history, and notes are not carried forward into the new engagement.
  • Engagement workpapers will be included, excluded or replaced based on the Roll Forward status in the Workpaper Properties. Note that the status of the individual workpapers can be overridden on the Roll Forward - Workpaper Settings page of the Roll Forward wizard.

Return to Working in Engagement CS: Overview

Related topic: Roll Forward [File menu]

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