Roll a Job Forward

Use this procedure to roll a job forward, which means it is copied to a new job for the next year.

To roll a job forward:

Note: You can only roll forward a job if it is marked as recurring, is not closed, and have not been rolled forward yet. You can also close the old job using this procedure. You can only roll a job forward once, but the new job can be rolled forward next year.

1. Under the Jobs menu group, go to Job Administration > Revenue Recognition > Roll Forward Jobs.
2. Use the Selection Criteria panel to specify the jobs you want to view in the workspace.
3. Toggle on Show Lines to display the lines in the Jobs table.
4. To roll forward a job:
   • Select the Roll Forward checkbox on each line you want to include; OR
   • Click Mark All for Roll Forward.
5. Click Roll Forward and Close. Maconomy closes the old job and rolls forward all selected jobs.