Carry Forward Notes (CFN)

Carry Forward Notes (CFN) is a client-level notes panel. A note raised on any job for a client appears automatically on all of that client's later financial-year jobs. There is nothing to re-enter and no rollover step.

Availability

• CFN is available for all entity types, from the Workpaper Bank.

• CFN is a notes panel, not a workpaper grid. It does not use COA Mapping, the Trial Balance or the General Ledger, and notes never affect any figures.

What a note contains

• Workpaper reference (optional): pick any of the job's workpapers, or leave it blank for a general point about the client.

• Note: the note text.

• Response (optional): a reply to the note.

• Attachments (optional): supporting files.

• Date: stamped automatically when the note is created. It cannot be entered or edited.

How notes carry forward

• First year: there is nothing to carry forward. Add notes manually through the panel.

• Later years: notes from all earlier years appear automatically on the current year's job, labelled "Carried forward · FY20xx" with the year they were raised.

• Forward only: a note raised in FY2026 never appears on the FY2025 job.

Note: Each note is stored once against the client and shown in every applicable year. An edit, response, resolution or deletion made in any year shows immediately in every year the note appears. Two years can never show different versions of the same note.

Working with notes

In any year, you can:

• edit a note

• add or change a response

• mark a note Resolved, or Reopen it

• delete a note

The panel shows the number of open notes and total notes for the client. The workpaper menu shows a badge with the number of open notes.

Note history

Each note keeps a full history of when it was created, edited, resolved, reopened and deleted, and by whom. You can view the history from the note itself. Deleted notes are kept in the history for review.

How to access

• Go to Jobs and open the relevant job.

• Navigate to Job Results.

• Open the ⋯ menu on any workpaper and select Carry Forward Notes.

Note: Each note is stored once against the client and shown in every applicable year. An edit, response, resolution or deletion made in any year shows immediately in every year the note appears. Two years can never show different versions of the same note.