Carrying Forward Comments

Comments created on a reconciliation can be carried forward to future periods. When you deploy this reconciliation into a new period, it inherits all comments that are marked to be carried forward. Attachments, if any, are also carried forward along with the comments. If a carried forward comment is no longer required in a particular period, a user with the required privileges can delete the comment or change its Carry Forward option from on to off (or vice versa).

Select the Carry Forward option when creating a comment to carry forward the comment to future periods. For comments that are set to be carried forward, the Carry Forward icon () at the top of this comment is enabled. All comments in a reconciliation with Carry Forward enabled are copied to the next period.

This image displays the Carry Forward option for comments. And the Carry Forward icon that indicates that a comment can be carried forward.

Users who have the privileges to delete comments can modify the Carry Forward status of a comment by selecting Carry Forward in the Actions menu. Administrators can modify the Carry Forward status of any comment. For example, if a Preparer creates a comment and marks it to be carried forward, the Carry Forward icon for this comment is enabled for this Preparer and for other users with the Preparer role. Based on the requirement, Preparers can then toggle the Carry Forward status for this comment.

When migrating reconciliations, the carry forward setting of comments is preserved. After an upgrade to Release 21.10, all comments are set to not carried forward. However, users with the required permissions can toggle this setting by clicking the Carry Forward icon adjacent to a comment.