How do I apply carry forward settings between numeric columns in a dynamic table in Cloud Financials?

How do I apply carry forward settings between numeric columns in a dynamic table in Cloud Financials?

Carry forward settings can be applied in numeric data columns within dynamic tables in Cloud Financials. This will allow users to adjust the carry forward settings for input dynamic tables so that the input balances carry forward into the next year engagement file. 

To apply carry forward settings for input dynamic tables, please follow these steps: 

1. Navigate to the input dynamic table and select the    icon next to the table. Select Edit dynamic table. 


2. In the Edit dynamic table mode, click on the column heading (for example 2023) for the current year balance column. This will display the column settings below the column heading. For the current year balance column, the balances will need to be moved to the prior year balance column when carrying forward to the next year engagement file. 

3. In the Carry forward action dropdown, select Move Data. 


4. This will enable the Move data to drop down selection next to the Carry forward action field. From the dropdown, select the prior year balance column. In this example, the prior year balance column is 2022.  Then select Done. 


5.  Next, click on the column heading for the prior year balance column. This will enable the column settings area for the prior year balance column. In the Carry forward action field, the default selection will be None (Receiving Data) as it will be receiving data from the current year column. 


6. Select Done to save the changes. 

7. Once the engagement file has been carried forward to the next financial year file, the input balances for the current year will be moved to the prior year balance column for the input table. For example: 

Current year file (June 2023): 


Next year file (June 2023 file carried forward to June 2024):


Note: Carry forward settings can only be applied to columns in the same table. It cannot be applied to columns between two separate dynamic tables. 



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