Roll Forward > Rename Workpapers

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Roll Forward - Rename Workpapers page of the Roll Forward wizard to rename the workpaper references and workpaper names as needed for the new engagement.

Choose File > Roll Forward to open the Roll Forward wizard, and proceed through the wizard until you open the Roll Forward - Rename Workpapers page of the wizard.

Note: Workpapers appear in the Rename Workpapers grid only if you choose to include or replace one or more workpapers from the Roll Forward - Workpapers Settings page.

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Procedures in Engagement CS

Roll Forward [File menu]

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