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Engagements

Roll forward an engagement

When you roll forward an engagement, Engagement Manager creates a new engagement in the next reporting period with the same folder structure and account numbers.
important
Each engagement has a unique trial balance. When you roll forward an engagement, Engagement Manager creates a new trial balance that doesn't include current period balances.
If you have the permissions, follow these steps to roll forward an engagement.
  1. In Engagement Manager, open the engagement you want to roll forward and select
    Administration
    , then
    Roll Forward
    .
  2. On the
    Engagement Information
     screen, you can edit the engagement name and type, assign staff and PIC, and edit tax information.
  3. Select
    Next
    .
  4. Choose the number of prior years you want to include for reporting periods and select
    Next
    .
  5. Select an
    Ending
     date, then
    Next
    .
  6. Mark the checkboxes if you want to
    Clear tickmarks
     or
    Clear workpaper reference
     in the rolled forward engagement.
  7. Select
    Next
    .
  8. Mark the checkboxes and edit the properties of any workpapers you want to change. Select
    Next
     when you're finished.
  9. Select
    Done
     to finish and roll forward the engagement.

This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements

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