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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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The Roll Forward - Replace Workpaper page of the Roll Forward wizard lists the workpapers from the original engagement selected for replacement on the Roll Forward - Workpaper Settings page. The workpaper reference, workpaper name, and a status of the replacement document appear as columns in the listview pane.
Choose File > Roll Forward, select Replace from selected engagement as the roll forward setting for one or more documents on the Workpaper Settings page of the wizard, click Next to specify a template engagement, and then click Next.
- To select a workpaper from the source engagement to replace the selected item in the listview pane of the Replace Workpaper page of the Roll Forward wizard, click the Select Replacement Workpaper button
- If the workpapers selected for replacement from the Workpaper Settings page of the Roll Forward wizard are not found in the selected source client's engagement, a Document not found message appears in the Replacement Document column in the Replace Workpaper list.
Fields & buttons
Select Replacement Workpaper button
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