Customize Type Dialog

Edit or create new issue types. Issue types can be a useful tool to organize and sort your issues.

Option	Description
ID	Enter or modify the unique Id for the issue.
Type	Enter or modify the name to associate with this issue type. This description displays in drop-down lists for issue types; for example, when adding an issue the text entered in this field will appear in the Type drop-down list of the New Issue Dialog.
Roll Forward	Rolls an issue type forward in the new client file created during a year-end close. Allow Overwrite Allows other users to change the default for the issue type when editing or adding an issue.
Retain on Cleanup	Retains the issue type when a cleanup is performed. Allow Overwrite Allows other users to change the default for the issue type when editing or adding an issue.
Used as Review Note	Displays this issue type in Review on the Go. In Cloud, you can filter issues that have this option selected. Note: Review on the Go has been discontinued in Working Papers 2018 (Update 1) and above.
Layout	Opens the Customize Issue Layout dialog.