Roll Forward > Workpaper Settings

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 grid in the Workpaper Settings page of the Roll Forward wizard to select the Roll Forward treatment for each workpaper in the engagement. For any workpaper listed in the grid you may choose to include, exclude, replace from selected engagement, or replace from PPC Template.

Choose File > Roll Forward.

Changes made on the Workpaper Settings page of the Roll Forward wizard do not change the roll forward settings for the workpapers in the original engagement. Only the new engagement retains the new settings.

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Related topics

Procedures in Engagement CS

Roll Forward [File menu]

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