Roll-forward Comments and Import Prior Year Checklist

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, including all associated Comments and Completion Statuses. It eliminates the need to start from scratch each year.

What you can do:

  1. Import checklists for Permanent, Preliminary File Set Up, and/or Financial Report Program.
  2. Choose to import one, two, or all three checklist types.
  3. Reflect any updates made in the prior year by Importing them again.
  4. Click to know the detailed process of Importing Prior Year Checklist.

Roll Forward Comments

Now you can carry forward your comments from one job to future jobs directly from the Process section. This feature ensures your key observations, discussions, and review notes are retained across financial years—without manual duplication.

What more you can do:

  1. Roll forward individual comments to future jobs (automatically appears in new jobs).
  2. Add multiple comments (up to 10) to a single line item.
  3. Edit and Delete comments, with the ability to Remove Roll-forward when no longer needed.
  4. Easily track roll-forwarded comments with visual indicators.
  5. Click to know the detailed process of Roll Forward Comments.

Notes
Note:
  1. Roll forward works only for jobs created after the comment has been added and marked to roll forward.
  2. You can remove roll-forward from any comment at any time.



    • Related Articles

    • Importing Prior Year Checklist

      Introduction This new feature will allow you to Import the Prior Year Plan Checklist. This import will include the Comments and Completion statuses of the Plan Checklist. Documents will be only included if they have been roll forwarded. This feature ...

    • Prior Year Summary

      Introduction A new feature has been added to view prior year Reports, Queries, Financials, etc. all at one glance as a Summary at the level. Earlier, it was required to go to each job page and check the previous year's details. This newly added ...

    • 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 ...

    • Review Checklist

      Introduction The Review Checklist is divided into three parts, which are the SIS Checklist, the Other Checklist, and the Audit Program Checklist. From the Fund Dashboard, 1. Click on Process > Review Checklist. 2. You can also click on any of the ...

    • Checklist Templates

      Introduction A checklist template consists of a list of things that you must do or have. It is a type of job aid used in repetitive tasks to reduce failure by compensating for potential limits of human memory and attention. There are three existing ...