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How do I carry forward an Engagement?

Users will have the ability to carry forward elements from a previous engagement, easily viewing its structure and documents, and understanding exclusions in trial balance and financial reports.

Key Functions 

  • Ability to Carry forward sections, attachments, workpapers, other files 
  • Trial balance - current period file in the previous engagement now becomes a previous period file in the new engagement. 
  • Financial report – content gets carried forward except signatures 
  • Document requests – content gets carried forward except integration and e-sign requests  

User Flow 

Ability to Carry forward sections, attachments, workpapers, other files 

  1. You select the carryforward option to initiate the creation of a new engagement, thereby carrying forward elements from a previous engagement.
  2. Following this, the entire structure or hierarchy of the carried forward engagement, including all sections, attachments, and other files, appears on the right panel of the user interface.

VH10

  1. You can see all working papers from the previous engagement brought over to the new engagement.
  2. Additionally, content including selected responses made on the working papers is carried forward.
    •  Be aware that signoffs or signatures from the previous engagement are not carried forward.
  3. You will notice that next to each item carried forward, there's a "CF" logo, indicating that the item was carried forward from the previous engagement.
  4. To the left, there's a help panel for the user, describing the functionality and how to select/deselect items for carryforward.

Trial balance - current period file in the previous engagement now becomes a previous period file in the new engagement. 

  1. In the trial balance section, you will find the current period set to blank, indicating no file selection for the current period.
  2. For the previous period within the trial balance, all files except the oldest are retained, with the oldest file purged and removed.
  3. The file designated as the current period file in the previous engagement now becomes a previous period file in the new engagement.

Financial report – content gets carried forward except signatures 

  1. In the financial report, all content is loaded, except signatures and workflow status, which the user should be aware of.

Document requests – content gets carried forward except integration and e-sign requests 

  1. Document requests, except integration and e-sign requests will be carried forward. No client users will be assigned.