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FirmFlow

Roll FirmFlow folders forward

GoFileRoom FirmFlow administrators can roll FirmFlow folders forward from year to year as well as other users who have been granted the permission to roll forward. Rolling folders forward eliminates the need to enter data that was gathered in previous years, such as tax returns that are associated with the engagement, due dates, delivery instructions, and more.
note
Rolling folders forward is a resource-intensive process. For this reason, all roll-forward requests are queued for overnight processing.
  1. Select
    Administration
     and choose
    Manage FirmFlow
    .
  2. Select a drawer from the
    Drawer
     dropdown list, then select
    Folder Administration
     tab.
  3. Select
    Roll Forward Folders
     from the
    Process dropdown
     list.
  4. Using the Existing Folders fields in the Roll Forward Folders section, specify the criteria for the FirmFlow folders that you want to roll forward.
    note
    Service Type
     is a required field. You can't roll forward folders without specifying information in this field. Selections and roll forward options that are available are based on the
    Service Type
     that you choose.
  5. Using the New Folders fields in the Roll Forward Folders section, specify the criteria for the new FirmFlow folders that will be created.
    • Year and Assigned To are required fields. You can't roll forward folders without specifying information in this field.
    • Additional folder information remains unchanged during the roll forward process.
    • Optional
      : Mark the appropriate checkboxes in the Roll Forward Options section to carry the following items forward.
      • Deliverables
      • Delivery instructions
      • Information fields
      • Notes
  6. Select
    Save
    , then select
    OK
     twice.
    The roll-forward request is queued for overnight processing so that you can start working on the new folders the following morning.
    You may submit as many roll-forward requests with different criteria as necessary during the day. The roll-forward requests will all be processed overnight and you will receive email status confirmations for each request.
    note
    • You can perform bulk updates on FirmFlow folders after rolling them forward. For example, after the roll-forward process, you may want to perform a bulk update to re-import data, using the Clear function to clear certain information fields in a workflow.
    • Your selections are cumulative.
    • You can specify multiple values using the buttons to the right of the fields.
    • The
      Description
       field is dependent on the workflow you choose. These description values are associated with the FirmFlow folder's workflow description.
    • FirmFlow Administrators should retain and archive FirmFlow roll-forward confirmation emails as this is the only record available to users of roll forward activities. Confirmation emails can be added to GoFileRoom or stored locally.
    • If target workflows already exist, they won’t be replaced or updated with the new one because duplicates are not allowed. The roll-forward process will continue with the next workflow that matches the specified criteria.
    • If the target workflow exists with a customized description, the workflow will be created.
    • If you are tracking the preparation of Extension forms as workflows, you can avoid rolling forward these workflows by specifying the Workflow types to be rolled forward.

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