Create next period's file

This topic applies to OnPoint PCR.

What is OnPoint PCR?

If the data and information from the engagement file won't change next year, you can carry forward the engagement to create next year's file.

With carry forward, documents, checklist responses and files are automatically rolled over to next year's engagement file. To learn about what is carried forward and what's not carried forward, see Carry forward an engagement.

To carry forward the engagement:

  1. From the Cloud menu (), select OnPoint PCR to open the engagement view.

  2. Select your engagement to open the side panel on the right, then select Create Next Period's file.

    Carry forward an engagement file.

  3. Specify your preferences for the new engagement, the select Save.

    Carry forward dialog opens.

  4. Open the new engagement (created from carry forward).

    You are presented with carry forward options:

    • Carry forward all documents and files from the original engagement at once (bulk carry forward).

    • Dismiss the bulk carry forward and individually select which documents and files to move from the original engagement to the new one.

      Carry forward options once you open the new file.

If you open the 1-110 Engagement Setup document, the carry forward options are also available so you can select which responses to move over to the new engagement.

Carry forward options for 1-110 Engagement Setup checklist.

If you accept the Carry Forward suggestions, responses from last year's file are carried over to the 1-110 Engagement Setup document. Once you proceed to 1-125 Review Engagement Quality Acceptance and Conclusion, you are again presented with the carry forward suggestions from last year's file - and so forth for each engagement document.

Note: Responses provided by clients in PBC Request documents are not carried forward.

Carry forward options display in each engagement document.