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. 

audit-manage-jobs-my-audit-job-fund-name


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

process-assets

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

comments

Step 4: Type your comment and hit Save. 

comments-save

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

roll-foroward

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

comment-rollforwarded-successfully

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.

comments


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. 

audit-manag-jobs-my-audit-job-fund-name

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

process-assets

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

documents

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

roll-forwarded-by-and-date-atime

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. 

audit-manage-jobs-my-audit-jobs-fund-name

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

process-assets

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

comments

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

add details-and-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.

comments

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. 

audit-manage-jobmy-audit-job-fund-name

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

process-assets

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

comments

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

edit-and-save

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

save

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

comment-saved-successfully

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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