Ability for document to roll forward with task
K
Kristy Monahan
YES!!! I have prepaid schedules, deferred revenue waterfalls, etc to reconcile each month and it's kind of a pain to download from last month's close, update, and then re-upload for this months' close...
K
Kristy Monahan
Maybe there could be a toggle when we upload something that asks us if we want to rollforward that particular document. If toggled on, it'll show up with each close...if not, it just stays put in the close it was uploaded into.
J
Jaime Daniels
Yes, allowing only "permanent" documents to roll forward, while allowing individual months documents to stay assigned only to that month
R
RaLea Harbrige
I would love this feature, if there is the option to roll forward or not. I have recurring tasks that require new documents uploaded each month, so I wouldn’t want every single document to automatically roll over