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Can excluded accounts roll forward?

Hannah Olsson avatar
Written by Hannah Olsson
Updated over 10 months ago

No, excluded accounts do not roll forward at the moment.

Currently, excluded accounts from prior periods need to be re-excluded each time you prepare a new workpaper.

If you frequently exclude accounts with minor changes or low balances, you can use materiality limits to automate this process.

πŸ’‘ Tip: For more information on setting materiality limits, refer to What is a materiality limit?

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