• Year End Close
  • About the Year End Close
  • The Year End Close command
  • About Multiple Year End Close
  • Undo Year End Close options
  • Accounts with Outstanding Transactions dialog
  • Multiple Account Distribution dialog
  • Actions performed during Year End Close
  • Filter by Roll Forward status
  • Year End Close and Roll Forward dialog
  • Configuring the Roll Forward column
  • Performing a Year End Close
  • Performing a Multiple Year End Close
  • Selecting multiple items to roll forward
  • Selecting single items to roll forward

Configuring the Roll Forward Column

To quickly select the items that you want to include in the new file that is created during a Year End Close, configure the Roll Forward Column on the Document Manager and Issues Pane. This is most convenient if you are cleaning up many documents and issues within your client file.

Procedure

1. Right-click the column headings area of the Document Manager or Issues Pane.

2. Select Show | Retain on Cleanup or Reorder Columns.

   Note: If you are configuring the column for the Document Manager, you can also select Reorder Columns from the View menu.

3. If you select Reorder Columns, a dialog will appear with the Active and Hidden columns.
   1. Move the Roll Forward column to the Active columns list using the left arrow or by simply dragging and dropping the item.
   2. Click OK.

Results

The Roll Forward column will display in the Document Manager and in the Issues Pane where you will be able to quickly check the items to be rolled forward into the next year's file after Year End Close.

Tip

• Use filters on the Document Manager to see which items have been or have not been set to be rolled forward. For more information, refer to Filter by Roll Forward status.

Related Topics

• Performing a Year End Close
• Issues Pane