How to retain Document References on a Roll Forward?
CaseWare Working
Papers allows users to roll forward their Document
References into next year’s
file. This saves re-referencing in the new year’s file and can be particularly
useful if also rolling forward external documents as Placeholders.
Procedure:
1. In CaseWare, select Engagement | Year-end
close. The Year End
Close and Roll Forward screen
will open.
2. Select appropriate Year-end
close options.
3. Under Annotations, select
the two check-boxes Document References and CaseView Document References.
4. Click OK to begin the roll forward
process.
Note: This FAQ does
not apply to Audit System Programs / Checklists. However, the above will work for all
Automatic documents and other CaseView documents (apart from Programs /
Checklists).
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