Retaining Document References on a roll forward
Caseware Working Papers allows users to roll forward their Document References into next year's file.
This saves re-referencing in the new year's file and can be particularly useful if also rolling forward external documents as Placeholders.
To roll forward Document References:
1. Select Engagement | Year-end close. The Year End Close and Roll Forward screen will open.
2. Select appropriate Year-end close options.
3. Under Annotations, select the two check-boxes Document References and CaseView Document References.
4. Click OK to begin the roll forward process.
- Related template: None
- Software platform: Working Papers 2018, Working Papers 2019, Working Papers 2020, Working Papers 2021, Working Papers 2022