Confirmation.community | Roll Forward Client Profiles Year on Year

  Roll Forward Client Profiles Year on Year

Published:  06/23/2017


  Answer:

Previously setup client profiles on Confirmation.com can be rolled forward by the previous lead auditor or firm administrator to other auditors within the firm. All the forms previously setup on the client’s profile will be rolled forward. The new lead auditor for the client would need to obtain client authorisation and initiate requests to the bank.

Note: The new lead auditor needs to ensure that the forms loaded on the client profile are correct and that any forms denied as duplicates need to be deleted from the client profile.

Click here to view how to roll forward client profiles.
 
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