Allow documents/papers to be rolled forward on year-end, like notes.
Documents e.g. excel working papers or client info should be able to have a tick to roll forward on year-end like notes do.
It is a pain to have to go back through DM to re-add last year's papers.
41
votes
Alastair Wilkins
shared this idea
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Philip Griffiths
commented
When rolling forward into a new accounting period and working papers are enabled, it does not retain any of the supporting documents that were included in the file, this would be particularly useful for the permanent file items although they can be brought back in from document management