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Edit Type Dialog

Use this dialog to edit or create new issue types. Issue types can be a useful tool in organizing and sorting your issues.

Id

Enter a unique Id for the issue.

Type

Enter a 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 here appears in the Type drop-down list.

Roll forward

Choose the roll forward default for this issue type. When this issue type is selected for an issue, this default is automatically displayed for the issue.

  • Select the check box to include an issue in the new client file created during a year-end close.
  • Clear the check box if you don’t want the issue carried over to the new file.

Retain on Cleanup

Choose the retain on cleanup default for this issue type. When this issue type is selected for an issue, this default is automatically displayed for the issue.

  • Select this check box to keep an issue whenever a clean up is run from Working Papers.

Allow Overwrite Roll Forward and Retain on Cleanup

To prevent anyone from changing the roll forward and retain on cleanup default for the issue type when editing or adding an issue, clear this check box.

To allow anyone to change the default for the issue type when editing or adding an issue, select this check box.

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