Roll Forward > Options

Show expandable text

Warning

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

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the Roll Forward Options page of the Roll Forward wizard to specify how you want to handle the workpaper assignments and staff privileges during the Roll Forward process.

Choose File > Roll Forward to open the Roll Forward Options page of the wizard.

  • The Roll Forward process includes any valid staff members in the new engagement.
  • The Roll Forward process enables you to include, exclude, or replace any workpapers in the new engagement.
  • When licensed for and working in PPC's Checkpoint Tools engagements, you are prompted to roll forward SMART engagements after completing the roll forward process in Engagement CS.

Fields & buttons

Related topics

Procedures in Engagement CS

Roll Forward [File menu]

Rolling forward the cash flow worksheet

Was this article helpful?

Thank you for the feedback!