Roll Forward Comments

Roll Forward Comments

Introduction

With this new feature, you can now carryforward your comments to the consequent future jobs from the Process section. With this release, you will also have the ability to add multiple comments on the single line item. This will help you to retain key observations and discussions across financial years without manually re-entering them. The roll forwarded comments will automatically appear in the newly created jobs—no additional action is required to load them.
  1. With this feature, you'll be able to:
    1. Roll Forward Comments to the future years.
    2. Add Multiple comments per line item.
    3. Edit Roll-Forward Status.

How to Roll Forward Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard. 



Step 2: From the Fund Dashboard, click on Process and select Assets.



Step 3: Click on the Comment icon alongside the line item.



Step 4: Type your comment and hit Save. 



Step 5: Click on the Roll Forward icon and this will roll Forward comments to the consequent years.


Step 6: You'll now receive a confirmation toast message on your screen.



Step 7: Once that's done, you'll be able to view number of comment threads on that line item, along with the Roll Forward icon for you to have a quick overview.



Notes
Note:
  1. You will have to Roll Forward each and every comment thread separately on the line item.
  2. You will get the option to Roll Forward only after you save the comments.
  3. After you Roll Forward comments, they will be roll forwarded until you Remove Roll Forward from the comment.
  4. Comments will only roll forward to future jobs that are created after the comments have been added and roll forwarded.
    1. For example, if jobs for 2022, 2023, and 2024 already exist, adding comments to the 2022 job will not roll them forward to the 2023 or 2024 jobs. However, if you add and roll forward comments in the 2022 job before creating the 2023 and 2024 jobs, the comments will carry forward.

How to Remove Roll Forward from Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard. 



Step 2: From the Fund Dashboard, click on Process and select Assets.



Step 3: Click on the Comment Icon alongside the Line item.



Step 4: Click on the Roll Forward icon to remove roll forward.



Once done, the comments will no longer carry forward to consecutive years.

How to Add multiple Comments to a single line item

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard. 


Step 2: From the Fund Dashboard, click on Process and select Assets.


Step 3: Click on the Comment icon alongside the line item.



Step 4: Now on the appearing text box, add your comment and click on Save.


Notes
Note: You can Add as many as 10 comments to a single line item.
Step 5: the comments will be saved and the number of comments added will be displayed on the comment icon.

How to Edit Existing Comments

Step 1: Click on Audit > Manage Jobs > My Audit Jobs and select the relevant job to reach its Fund Dashboard. 


Step 2: From the Fund Dashboard, click on Process and select Assets.


Step 3: Click on the Comment Icon alongside the Line item.



Step 4: Now click on the Edit icon alongside the added comment.



Step 5: Make changes and edit the comment. Once done, click on Save.


Step 6: The changes made will be saved as done.



Feel free to reach out to support@cloudoffis.com.au for any further queries or questions that may arise.

    • Related Articles

    • Roll-forward Comments and Import Prior Year Checklist

      Introduction We’ve introduced two powerful new features to save time, reduce rework, and make your audit process smoother than ever. Import Prior Year Plan Checklist This new feature allows you to import the Plan Checklist from the prior year, ...

    • Predefined Comments

      Predefined Comments You now have the ability to add the commonly used comments in the Checklist Template. Once added, you have an option to auto-populate these into the comments section for jobs created with the same template. If you have not created ...

    • Using Comments and its features

      Introduction With this release, you have the ability to add multiple comments to keep a track on the conversation and to keep the key observation for the financials intact. How to Add multiple Comments Step 1: Click on Audit > Manage Jobs > My Audit ...

    • DMS

      Introduction The Document Management System is your central hub for all uploaded documents related to your processed jobs. Here, you can: View, Download, or Delete any document. Tag documents to different folders or line items for easy review. ...

    • How to View a Document and use its features

      Introduction To view the document, follow the steps given below. Step 1:- Click on DMS, from there select the fund from where you want to download the document and click on it. Step 2:- From the appearing page, select the folder and the document that ...