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.

Procedure:

  1. In CaseWare, 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.

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).

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