This article is intended for: Administrators of the Disclosure Studio.
Use this article when: You are ready to roll your report forward.
Interactive Guide
Follow this interactive guide to learn how to Roll the MDFM Forward in Disclosure Studio
Step-by-Step Guide
- After uploading your data, select "Roll Forwards" from the Admin menu.
- Select which report you want to roll forward.
In this guide, we will select ACFR.
- Then click "Validate".
- Select "Next".
- Enter in the fiscal year you are rolling from and the year you are rolling to.
Note: You can choose to rollover adjustments from one year to the next.
If you are rolling the MDFM forward for the second time, for any reason, make sure to uncheck the "Rollover Rules" box.
- Ensure that the prior period is locked in this menu.
- If applicable, move the fiscal year for formulas to the next year.
- When complete, click "Execute".
- You will see that the rollover will be completed.
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