How to retain 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.
- In CaseWare, select Engagement | Year-end close. The Year End Close and Roll Forward screen will open.
- Select appropriate Year-end close options.
- Under Annotations, select the two check-boxes Document References and CaseView Document References.
- Click OK to begin the roll forward process.
Note: This FAQ does not apply to Audit System Programs / Checklists. However, the above will work for all Automatic documents and other CaseView documents (apart from Programs / Checklists).