• 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

Selecting Multiple Items to Roll Forward

Each document that you want to lock down must be selected. If you have multiple documents and issues that you would like to lock down, the most efficient way to select these items is to use the Lock Down column.

Prerequisites

• Configure the Roll Forward column in the Document Manager >>How Do I?

Procedure

1. In the Roll Forward column,
   • Check the checkbox beside the document to have it roll forward.
   • Leave the checkbox beside the item unchecked to ensure that it is not rolled forward.

Results

The documents and issues selected will be in the next year's file once a Year End Close is performed. All documents to be rolled forward will have a check beside them in the Roll Forward column.

Related Topics

• Selecting Single Items to Roll Forward
• Configuring the Roll Forward Column
• Filter by Roll Forward Status
• Performing a Year End Close