Who is this article for?

Ideagen Disclose users rolling forward.

Client Access is required.

After completing all reviews and obtaining sign-offs on a checklist, there's the choice to carry forward certain data into the subsequent accounting period. This feature streamlines collaboration by allowing users to seamlessly transition data from one place to another, ensuring that the most recent and relevant information is incorporated into the ongoing work.

1. Roll forward

When a checklist has been signed off and all reviews have been completed, you have the option to roll forward some of the data for the next accounting period.

1. From the answer sets home page, place the mouse over the answer set you wish to resume and select the down arrow icon  .
2. Then, select the Roll Forward option.

Note: The new period end will default to one year later, but this can be amended if you have an upcoming short or long accounting period. You can then decide what answers you wish to roll forward.

3. The options allow you to roll forward the answers to tailoring, the main section, the comments, or any combination of the above, or nothing.  On roll-forward you have the ability to change the accounting period end date for short or long accounting periods.
4. If you roll forward nothing this will be a blank file ready for next year.
5. You can also add or amend sign offs if you wish the rolled forward checklist to be reviewed.
6. Once you have selected Roll Forward You will then be taken back to the answer sets screen where you will see the rolled forward checklist.
7. The status will show as Not Started.

Note: If you resume the checklist, you will see that all the answers and comments you selected to be rolled forward are included.

8. If you have rolled forward the tailoring answers, you will still need to complete tailoring by selecting the Tailoring Complete button.  You may need to answer additional questions and any reviews will also need to be completed.
9. If you have rolled forward the main checklist answers you still need to complete the checklist by selecting the Complete Answering button. You may need to answer additional questions and any reviews will also need to be completed.
10. If you have rolled forward tailoring and the main checklist you will need to complete both.

2. Further Reading

• Getting Started with clients and answer sets
• Editing an answer set
• Managing answer sets