Roll Forward > Select Template Engagement

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Select Template Engagement page of the Roll Forward wizard to select a template client and engagement to use as the default source engagement for replacement workpapers during the Roll Forward process.

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, and click Next to specify a template engagement.

Note: The Select Template Engagement page appears in the Roll Forward wizard only if you choose to replace one or more workpapers on the Workpaper Settings page of the Roll Forward wizard.

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Related topics

Procedures in Engagement CS

Roll Forward [File menu]

Rolling forward the cash flow worksheet

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