In the Manage section, click Year End Close. In the Year End Close and Roll Forward dialog, enter a file name for next year's engagement file. Choose your options for the roll forward, and …

Tick Update prior year balance data under the 'Roll Forward Options'. This option ensures current year balances in this year's engagement file, become prior year balances in next year's …

Rolling Forward a Caseware File Click the drop-down next to Browse, select “Browse for Folder”, and find the client folder to be used for next year in the S:Drive under: DATA (S:) > Client The …

Nov 28, 2025 · Go to the relevant Entity Page in Caseware Cloud and select the engagement you want to roll forward. Select the three dots in the top-right corner of the pop-up and choose …

You can perform a year end close on a Working Papers file when all work for the engagement is complete. By doing this, you create a new Working Papers file and rolling forward chosen …

Open the client file which is based on the Financial Statements Template, and proceed with the Roll forward procedure Select Engagement and then Year End Close.

Nov 18, 2025 · This article outlines the three key steps required to roll forward a Cloud Audit file for the new financial year: rolling forward the engagement, updating the audit file, and …

To carry forward a Cloud Financials engagement from the prior year to the current, complete the following steps: Tick the checkbox next to the file that is to be carried forward. Within the …

Rolling Forward a Caseware File Once Caseware rolls the file forward: The file name at the top now displays for the current year All prior year sign-offs are removed The documents are no …

Nov 14, 2025 · This article explains how to roll forward document references in Caseware Working Papers, allowing existing references and CaseView links to carry into the new year’s file.