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Actions Performed During Year End Close

Depending on the type of year end close completed, Working Papers will automatically perform certain actions.

Type of close	Actions performed
Close to new file or close to the same file	CaseView cells updated and rolled forward Balances for open, prior, forecast and budget rolled forward. Any accounts that are locked are unlocked Milestones deleted Engagement Properties dates rolled forward Outstanding GL transactions updated Tax codes converted
Close to an existing file (Multiple Year End Close)	New accounts, maps and groups merged Balances open, prior, forecast and budget rolled forward. Any accounts that are locked are unlocked. Annotation, tickmarks and commentary text are not copied again if the boxes are checked. If the boxes are not checked, annotation, tickmarks and notes previously copied over are cleared.