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.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.