Roll Forward

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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

  • 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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