Roll Forward

This is a handy tool for capturing the data from a company that has been completed in the previous year.

First, you will find the company file from the previous year, in this case, 2022. Select "Copy Company";

This will open the below page;

Select "Click to Confirm Copy"

You will then receive this alert;

Click "OK" and open the copied company;

The "Roll Forward" option will be on the left;