Select items to roll forward
You can configure which items you want to roll forward during a year end close from the Document Manager and Issues pane.
To select documents or issues to roll forward:
- In the Document Manager or Issues pane, right-click the column heading and click Show | Roll Forward.
- The Roll Forward column displays. Select the items that you want to roll forward.
The selected documents and issues will roll forward into the next year file when performing a year end close.
You can also flag documents and issues to roll forward individually.
To select individual documents or issues to roll forward:
- In the Document Manager or Issues pane, select the item you want to roll forward.
- On the ribbon, click Document | Properties.
- Select Roll Forward. Click OK.
The document or issue will roll forward into the next year file when performing a year end close.
Filter by roll forward status
If you want to view all the documents in a file that will roll forward with a year end close, you can apply a filter to the Document Manager.
To view Marked for Roll Forward documents:
- On the ribbon, click View | Filter by | Marked for Roll Forward.
The documents to retain are displayed.
To view Not Marked for Roll Forward documents:
- On the ribbon, click View | Filter by | Not Marked for Roll Forward.
The documents to delete are displayed.