Topic results Roll Forward

CCH Central
Rolling Forward a Schedule
The document outlines the process of "roll-forward" scheduling, which allows users to reuse and modify schedule information after completing a job. It details step-by-step instructions for finding an assignment, accessing the Schedule Roll Forward wizard, and selecting options for actual, allocated, or budgeted hours. Key actions include applying uplift percentages and modifying schedule details such as dates and budgets. It also provides guidance for using assignment schedule templates. A note clarifies that non-existent templates will not appear in the scheduling list.
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CCH Personal Tax
Roll forward Employer Notes
This document provides instructions for rolling forward employer notes to a new tax year in a software system. Users are guided to select the appropriate employer and utilize the option to create a new year. It highlights that the default setting retains all notes unless marked to be ignored during the roll forward process.
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CCH Accounts Production
Journal entry: roll-forward, roll-back
The document provides guidance on entering journals in defined accounting periods using a specific software. Key topics include: creating reporting periods and setting up dimensions before journal entry; the default date for posting journals; the process for rolling forward to the next accounting period after posting; and the procedure for entering journals into subsequent or prior periods post-roll-forward. Additionally, it mentions that reversing journals will automatically reverse with the period roll-forward and highlights the inability to roll back after new transactions are posted.
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