Roll Forward > Replace Workpaper

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

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Related topics

Procedures in Engagement CS

Roll Forward [File menu]

Rolling forward the cash flow worksheet

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