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Can excluded accounts roll forward?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week 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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