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Compressing prior year files automatically after roll forward

Caseware provides users with the ability to compress their prior-year file while rolling forward to next year.

1. When the engagement file is ready to be rolled forward, from the menus, select Engagement then Year End Close. The Year End Close and Roll Forward dialog will appear.

2. Tick Compress prior year file.

3. Tick Include BAK files (optional) to include all the CaseView Backup files in your compression

4. Click OK. The compression of your engagement file will take place after the rolled forward process has finished.

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  • Related template: None
  • Software platform: Working Papers 2018, Working Papers 2019, Working Papers 2020, Working Papers 2021, Working Papers 2022